Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Index Fund Adm N/R in their Schedule of Assets, totaling $8.0M 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 | JACKSON DAWSON COMMUNICATIONS, INC. JACKSON DAWSON COMMUNICATIONS, INC. 401(K) PLAN | DEARBORN MI | 344 | $55.7M | $6.2M |
| 2 | TRIOSIM CORPORATION TRIOSIM CORPORATION 401(K) PLAN | APPLETON WI | 396 | $12.7M | $1.6M |
| 3 | NAUMANN/HOBBS MATERIAL HANDLING, INC. NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN |
PHOENIX AZ |
| 319 |
| $11.2M |
| $216K |
