Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Index Admiral Registered investment company (Mutual fund) - in their Schedule of Assets, totaling $5.7M 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 | JJF MANAGEMENT SERVICES INC. JJF MANAGEMENT SERVICES INC. 401K PLAN | ROCKVILLE MD | 1,677 | $65.5M | $4.6M |
| 2 | HILL & MARKES, LLC. HILL & MARKES, LLC 401(K) PLAN | AMSTERDAM NY | 165 | $8.6M | $969K |
| 3 | WOODLAND POND WOODLAND POND 403(B) PENSION PLAN |
NEW PALTZ NY |
| 373 |
| $4.2M |
| $115K |
| 4 | HOPE HOUSE, INC. HOPE HOUSE, INC. RETIREMENT PLAN | ALBANY NY | 91 | $1.9M | $86K |
