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 Mutual fund a in their Schedule of Assets, totaling $6.0M 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 | IQ CREDIT UNION IQ CREDIT UNION 401(K) PLAN | VANCOUVER WA | 344 | $36.6M | $3.6M |
| 2 | MORTGAGETRADE HOLDING CO., LLC MORTGAGETRADE 401(K) PLAN | OXFORD MS | 163 | $9.2M | $1.7M |
| 3 | THE HOLT GROUP, INC. THE HOLT GROUP, INC. 401(K) PLAN |
| 180 |
| $9.0M |
| $740K |
