Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 195 U.S. retirement plans report holding Vanguard: 500 Index Admiral in their Schedule of Assets, totaling $856.4M 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 | ASPHALT MATERIALS, INC. HERITAGE GROUP RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 2,325 | $556.8M | $81.5M |
| 2 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN | SAN RAFAEL CA | 1,946 | $163.7M | $64.9M |
| 3 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN |
OVERLAND PARK KS |
| 1,870 |
| $278.3M |
| $51.1M |
| 4 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $38.1M |
| 5 | ROLLINS, INC & SUBSIDIARIES ROLLINS 401(K) SAVINGS PLAN | ATLANTA GA | 16,088 | $1.1B | $35.5M |
| 6 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $25.3M |
| 7 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $20.3M |
| 8 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $17.7M |
| 9 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $17.5M |
| 10 | OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEES OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN | PORTLAND OR | 994 | $193.4M | $16.2M |
