Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard 500 Index Admiral N/R in their Schedule of Assets, totaling $40.3M 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 | VIVENT HEALTH VIVENT HEALTH 401K PLAN | MILWAUKEE WI | 544 | $34.8M | $5.9M |
| 2 | ST. ONGE COMPANY ST. ONGE COMPANY RETIREMENT SAVINGS PLAN | YORK PA | 165 | $34.6M | $5.6M |
| 3 | OHIO VALLEY BANC CORP. OHIO VALLEY BANC CORP PROFIT SHARING RETIREMENT PLAN |
GALLIPOLIS OH |
| 234 |
| $30.1M |
| $5.4M |
| 4 | TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN | OAK CREEK WI | 345 | $35.4M | $4.5M |
| 5 | TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN | OAK CREEK WI | 345 | $35.4M | $4.5M |
| 6 | 66DEGREES, LLC 66DEGREES, LLC 401(K) PLAN | CHICAGO IL | 337 | $18.2M | $3.7M |
| 7 | SHOCK DOCTOR, INC. SHOCK DOCTOR, INC. 401(K) RETIREMENT PLAN | FOUNTAIN VALLEY CA | 166 | $13.0M | $2.6M |
| 8 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. INGLESIDE 401(K) PLAN | ROCKVILLE MD | 812 | $19.6M | $1.5M |
| 9 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $1.1M |
| 10 | UNLIMITED SERVICES OF WISCONSIN, LLC UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN | OCONTO WI | 154 | $5.6M | $981K |