Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard 500 Index Admiral Registered investment companies in their Schedule of Assets, totaling $16.2M 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 | MONTGOMERY COUNTY EMERGENCY SERVICE MONTGOMERY COUNTY MH/MR EMERGENCY SERVICE RETIREMENT PLAN | NORRISTOWN PA | 206 | $14.3M | $4.7M |
| 2 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $4.7M |
| 3 | NORTH PACIFIC SEAFOODS, INC. NORTH PACIFIC SEAFOODS 401(K) SAVINGS PLAN |
EDMONDS WA |
| 388 |
| $30.3M |
| $1.9M |
| 4 | TIDES ADVOCACY TIDES ADVOCACY 401(K) PLAN | LOS ANGELES CA | 271 | $10.3M | $1.5M |
| 5 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $1.4M |
| 6 | MERVIN MANUFACTURING MERVIN MANUFACTURING 401(K) PLAN | SEQUIM WA | 115 | $4.6M | $733K |
| 7 | SUMMIT ON-SITE SOLUTIONS, LLC SUMMIT ON-SITE SOLUTIONS 401(K) PLAN | PEARLAND TX | 223 | $5.4M | $521K |
| 8 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $467K |
| 9 | ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY, INC. ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY 403(B) PLAN | SACRAMENTO CA | 290 | $4.7M | $145K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC 401(K) PLAN | CANTON NY | 202 | $8.4M | $84K |
