Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard 500 Index Fund Adm Mutual Fund n/a in their Schedule of Assets, totaling $10.8M 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 | UNIGEN CORPORATION UNIGEN CORPORATION 401(K) PROFIT SHARING PLAN | NEWARK CA | 223 | $19.9M | $4.8M |
| 2 | BEMAS CONSTRUCTION BEMAS CONSTRUCTION 401(K) PLAN | ENGLEWOOD CO | 123 | $20.2M | $3.3M |
| 3 | INSULATION SPECIALISTS OF TULSA INC ISTI PLANT SERVICES 401(K) RETIREMENT PLAN |
TULSA OK |
| 927 |
| $13.2M |
| $1.4M |
| 4 | CALIFORNIA HEALTH COLLABORATIVE CALIFORNIA HEALTH COLLABORATIVE PENSION PLAN | FRESNO CA | 119 | $8.7M | $576K |
| 5 | ENDEAVOR COMMUNICATIONS ENDEAVOR COMMUNICATIONS SAVINGS PLAN | CLOVERDALE IN | 88 | $16.5M | $425K |
| 6 | EAGLE REDI-MIX CONCRETE, LLC EAGLE REDI-MIX CONCRETE, LLC 401(K) RETIREMENT PLAN | TULSA OK | 228 | $5.6M | $266K |
| 7 | INNOVATIVE SERVICES, INC. (ISI) INNOVATIVE SERVICES RETIREMENT PLAN | GREEN BAY WI | 321 | $2.4M | $113K |
