Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Index Fd Admiral Mutual Funds in their Schedule of Assets, totaling $28.9M 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 | CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND CA | 24,741 | $3.3B | $17.2M |
| 2 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $5.0M |
| 3 | BRAINTREE LABORATORIES, INC. |
BRAINTREE MA |
| 273 |
| $73.0M |
| $4.8M |
| 4 | MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 99 | $14.7M | $1.9M |