Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 833 U.S. retirement plans report holding Vanguard ® 500 Index Fund- Adm in their Schedule of Assets, totaling $2.1B 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 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $50.0M |
| 2 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 1,495 | $244.7M | $28.9M |
| 3 | ROBERTS OXYGEN COMPANY, INC. ROBERTS OXYGEN COMPANY, INC. PROFIT SHARING PLAN |
ROCKVILLE MD |
| 516 |
| $201.1M |
| $28.1M |
| 4 | Y-12 FEDERAL CREDIT UNION Y-12 FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | OAK RIDGE TN | 291 | $65.9M | $25.6M |
| 5 | ROSEBUD MINING COMPANY ROSEBUD MINING COMPANY 401(K) PLAN | KITTANNING PA | 922 | $235.1M | $23.6M |
| 6 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN | GREENVILLE SC | 2,566 | $113.3M | $20.2M |
| 7 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $18.1M |
| 8 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $18.1M |
| 9 | RIVERVIEW, LLP RIVERVIEW 401(K) PLAN | MORRIS MN | 1,191 | $56.6M | $17.6M |
| 10 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $17.4M |
