Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Index Adml Mutual Fund in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $4.4M |
| 2 | NEW DIRECTIONS TECHNOLOGIES NEW DIRECTIONS TECHNOLOGIES, INC 401K PLAN | RIDGECREST CA | 376 | $24.5M | $3.2M |
| 3 | HOME SCHOOL LEGAL DEFENSE ASSOCIATION |
PURCELLVILLE VA |
| 106 |
| $15.9M |
| $1.4M |
| 4 | SKY LOGISTICS & DISTRIBUTIONS, INC. NELSON HOLDING COMPANY 401(K) PLAN | FARGO ND | 214 | $3.7M | $132K |