Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard 500 index fund - admiral Mutual Funds in their Schedule of Assets, totaling $66.2M 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 | INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN | HUNTSVILLE AL | 581 | $104.5M | $14.4M |
| 2 | ARTESIAN RESOURCES CORPORATION ARTESIAN 401(K) RETIREMENT PLAN | NEWARK DE | 249 | $79.5M | $12.6M |
| 3 | SOUTH LAKE CLINIC, P.A. |
MINNETONKA MN |
| 120 |
| $20.6M |
| $6.3M |
| 4 | GOFUNDME, INC. GOFUNDME 401(K) PLAN | REDWOOD CITY CA | 684 | $61.1M | $5.3M |
| 5 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $5.0M |
| 6 | TRINITY VALLEY SCHOOL TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY | FORT WORTH TX | 196 | $41.6M | $4.4M |
| 7 | LUND FOOD HOLDINGS, INC. LUND FOOD HOLDINGS, INC. 401(K) PLAN | EDINA MN | 2,414 | $66.2M | $4.4M |
| 8 | COLUMBIA HOSPITALITY, INC. COLUMBIA HOSPITALITY 401(K) PLAN | SEATTLE WA | 2,114 | $43.8M | $4.1M |
| 9 | GULFSIDE CASINO PARTNERSHIP GULFSIDE CASINO PARTNERSHIP 401(K) PLAN | GULFPORT MS | 1,417 | $21.8M | $2.2M |
| 10 | NWBT, INC. NORTHWEST BANK & TRUST COMPANY 401(K) PLAN | DAVENPORT IA | 75 | $10.3M | $1.8M |
