Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard 500 Index Admiral Mutual fund (1) in their Schedule of Assets, totaling $54.6M 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 | JBGS EMPLOYEE COMPANY LLC JBG SMITH 401(K) PLAN | BETHESDA MD | 527 | $132.3M | $18.7M |
| 2 | THE BURKE GROUP, LTD. THE BURKE GROUP 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 466 | $138.1M | $14.6M |
| 3 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN |
CUYAHOGA FALLS OH |
| 543 |
| $84.9M |
| $9.8M |
| 4 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN | BOCA RATON FL | 892 | $25.8M | $3.1M |
| 5 | EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN AND TRUST | FORT WAYNE IN | 141 | $31.3M | $3.1M |
| 6 | BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO VT | 532 | $43.0M | $3.0M |
| 7 | CSO ARCHITECTS, INC. CSO ARCHITECTS, INC. 401K PLAN | INDIANAPOLIS IN | 104 | $20.4M | $1.4M |
| 8 | VALLEY REGIONAL HOSPITAL, INC. VALLEY REGIONAL HEALTHCARE SAVINGS AND RETIREMENT PLAN | CLAREMONT NH | 376 | $19.6M | $838K |
| 9 | DADE PAPER & BAG, LLC IMPERIAL DADE PUERTO RICO PROFIT SHARING AND 401(K) PLAN | JERSEY CITY NJ | 86 | $2.2M | $129K |
