Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard 500 Index Admiral Fund N/R in their Schedule of Assets, totaling $16.5M 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 | SCHOOL SPECIALTY, LLC SCHOOL SPECIALTY 401(K) PLAN | GREENVILLE WI | 1,054 | $99.0M | $7.4M |
| 2 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN | WAUNAKEE WI | 119 | $26.8M | $3.3M |
| 3 | RHINEBECK BANK RHINEBECK BANK 401(K) PLAN | POUGHKEEPSIE |
| 153 |
| $28.1M |
| $1.8M |
| 4 | WAMPUM HARDWARE CO. WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN | NEW GALILEE PA | 192 | $44.1M | $1.6M |
| 5 | TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK PA | 300 | $15.4M | $1.5M |
| 6 | STUMPF MOTOR COMPANY, INC. STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN | APPLETON WI | 109 | $14.0M | $894K |
