Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 138 U.S. retirement plans report holding Vanguard 500 Index Admiral Registered investment company in their Schedule of Assets, totaling $543.2M 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 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $59.4M |
| 2 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $29.2M |
| 3 | WHITMAN, REQUARDT & ASSOCIATES, LLP |
BALTIMORE MD |
| 904 |
| $174.3M |
| $28.3M |
| 4 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $12.8M |
| 5 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $12.6M |
| 6 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $12.0M |
| 7 | ISLAND CAPITAL GROUP LLC ISLAND CAPITAL GROUP LLC 401(K) PLAN | GREENVILLE SC | 105 | $71.6M | $11.5M |
| 8 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $10.5M |
| 9 | SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 631 | $71.0M | $10.0M |
| 10 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $9.6M |
