Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard 500 Index, Admiral Shares in their Schedule of Assets, totaling $43.6M 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 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $7.6M |
| 2 | LIFE UNIVERSITY, INC. LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN | MARIETTA GA | 633 | $39.2M | $6.0M |
| 3 | ROYAL OAK ENTERPRISES ROYAL OAK ENTERPRISES 401(K) RETIREMENT PLAN |
ROSWELL GA |
| 665 |
| $29.0M |
| $4.9M |
| 4 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $4.4M |
| 5 | MINN-DAK FARMERS COOPERATIVE MINN-DAK FARMERS COOPERATIVE PENSION PLAN | WAHPETON ND | 263 | $40.5M | $3.9M |
| 6 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $3.4M |
| 7 | REINKE MANUFACTURING COMPANY, INC. REINKE MANUFACTURING COMPANY, INC. 401(K) PLAN | DESHLER NE | 473 | $39.8M | $2.9M |
| 8 | ALDRICH SERVICES, LLP ALDRICH RETIREMENT PLAN | SALEM OR | 365 | $98.3M | $2.8M |
| 9 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $2.6M |
| 10 | CHICAGO BLOWER CORPORATION CHICAGO BLOWER CORPORATION PROFIT-SHARING TRUST | GLENDALE HEIGHTS IL | — | $15.1M | $959K |
