Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Index Admiral Class Mutual Funds in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN | NEW YORK NY | 210 | $21.6M | $1.8M |
| 2 | BAKER PLACES, INC. BAKER PLACES 403(B) PLAN | SAN FRANCISCO CA | 157 | $5.2M | $764K |
| 3 | APPALACHIAN TRAIL CONSERVANCY APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN |
HARPERS FERRY WV |
| 71 |
| $10.5M |
| $173K |