Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard 500 Index Fund Admiral Class Mutual fund in their Schedule of Assets, totaling $30.5M 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 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $9.0M |
| 2 | STRAVA, INC. STRAVA, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 331 | $38.1M | $6.4M |
| 3 | ORBITAL ENGINEERING, INC. ORBITAL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN |
PITTSBURGH PA |
| 594 |
| $36.5M |
| $6.3M |
| 4 | EXPONENTIAL INTERACTIVE, INC. EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN | EMERYVILLE CA | 95 | $21.7M | $3.7M |
| 5 | CMS OPERATIONS, LLC CMS OPERATIONS, LLC 401(K) PLAN | ST. LOUIS MO | 547 | $15.7M | $2.0M |
| 6 | MACKAY MITCHELL ENVELOPE COMPANY, LLC MACKAY MITCHELL ENVELOPE COMPANY, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 212 | $14.9M | $1.0M |
| 7 | FAMILY EXPRESS CORPORATION FAMILY EXPRESS CORPORATION 401(K) PROFIT SHARING PLAN | VALPARAISO IN | 467 | $7.7M | $917K |
| 8 | RTT OPERATING COMPANIES HOLDCO, LLC ROUNDTOWER TECHNOLOGIES 401(K) PLAN | CINCINNATI OH | 359 | $10.0M | $780K |
| 9 | BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN | PALMERTON PA | 121 | $14.0M | $276K |
