Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 139 U.S. retirement plans report holding Vanguard 500 Index Admiral Registered investment company in their Schedule of Assets, totaling $615.0M 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 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $59.4M |
| 2 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $49.6M |
| 3 | EYE HEALTH NORTHWEST, P.C. |
MILWAUKIE OR |
| 473 |
| $92.9M |
| $29.2M |
| 4 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $28.3M |
| 5 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $17.9M |
| 6 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $12.8M |
| 7 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $12.6M |
| 8 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $12.3M |
| 9 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $12.0M |
| 10 | VERUS ADVISORY, INC. VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN | SEATTLE WA | 94 | $37.1M | $11.4M |
