Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard 500 Index Fund, Admiral N/A in their Schedule of Assets, totaling $59.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $31.1M |
| 2 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $7.4M |
| 3 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN |
WASHINGTON DC |
| 326 |
| $38.1M |
| $5.2M |
| 4 | BRIDGER ORTHOPEDICS AND SPORTS MEDICINE, P.C. BRIDGER ORTHOPEDICS & SPORTS MEDICINE, P.C. PROFIT SHARING PLAN | BOZEMAN MT | 113 | $30.9M | $3.8M |
| 5 | GREATER PITTSBURGH ORTHOPAEDIC ASSOCIATES, INC. GREATER PITTSBURGH ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 149 | $46.0M | $3.4M |
| 6 | OBERG INDUSTRIES, LLC THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC | FREEPORT PA | 693 | $116.2M | $3.1M |
| 7 | CONCO SERVICES LLC THE CONCO 401(K) AND PROFIT SHARING PLAN | VERONA PA | 495 | $23.3M | $2.2M |
| 8 | WAYNESBURG UNIVERSITY WAYNESBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WAYNESBURG PA | 236 | $59.1M | $1.2M |
| 9 | AMERICAN CARE INC. AMERICAN CARE INC. EMPLOYEE RETIREMENT SAVINGS PLAN | HOMESTEAD FL | 556 | $6.8M | $1.1M |
| 10 | BRETHREN MUTUAL INSURANCE COMPANY BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | HAGERSTOWN MD | 136 | $26.9M | $897K |
