Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Index Admiral Shares of registered investment companies in their Schedule of Assets, totaling $7.5M 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 | SWICKARD CORPORATION SWICKARD AUTO GROUP RETIREMENT PLAN | LAS VEGAS NV | 2,533 | $45.9M | $7.3M |
| 2 | COLUMBIA WELLNESS COLUMBIA WELLNESS RETIREMENT PLAN | LONGVIEW WA | 150 | $5.7M | $132K |
| 3 | COFFMAN EXCAVATION INC. COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN |
OREGON CITY OR |
| 114 |
| $8.5M |
| $121K |