Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Index Fd Adm Mutual fund in their Schedule of Assets, totaling $27.7M 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 | TESSENDERLO KERLEY, INC. TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST | PHOENIX AZ | 459 | $96.4M | $15.3M |
| 2 | TERRA-GEN, LLC TERRA-GEN, LLC 401(K) PLAN | NEW YORK NY | 379 | $68.6M | $10.7M |
| 3 | AIR CRUISERS COMPANY, LLC AIR CRUISERS PENSION PLAN |
BELMAR NJ |
| 59 |
| $14.8M |
| $1.8M |