Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard 500 Index Admiral Fund Registered investment company • in their Schedule of Assets, totaling $23.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCGINNIS LOCHRIDGE LLP MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN | AUSTIN TX | 137 | $64.6M | $4.9M |
| 2 | INSTRUMENT TRANSFORMERS, LLC ITI 401(K) PLAN | CLEARWATER FL | 579 | $28.9M | $4.0M |
| 3 | DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN |
NEWBERG OR |
| 238 |
| $11.4M |
| $3.6M |
| 4 | FRERES LUMBER CO., INC. FRERES LUMBER CO., INC. SAVINGS AND PROFIT SHARING PLAN | LYONS OR | 499 | $28.0M | $2.2M |
| 5 | URBAN OIL & GAS GROUP, LLC URBAN OIL & GAS 401(K) PLAN | PLANO TX | 177 | $19.8M | $1.8M |
| 6 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $1.5M |
| 7 | SAES GETTERS USA, INC. SAES GETTERS 401(K) PLAN | COLORADO SPRINGS CO | 95 | $29.7M | $1.3M |
| 8 | RANA USA, INC. RANA USA, INC. 401K PROFIT SHARING PLAN & TRUST | BARTLETT IL | 428 | $16.6M | $1.2M |
| 9 | UHLMANN HOLDING COMPANY UHLMANN HOLDING COMPANY 401(K) PLAN | CHEHALIS WA | 222 | $13.2M | $1.1M |
| 10 | PACIFIC LANDSCAPE MANAGEMENT, INC. PLM 401(K) PLAN | HILLSBORO OR | 490 | $8.2M | $797K |
