Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding Vanguard 500 Index Fund; Admiral in their Schedule of Assets, totaling $566.3M 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 | BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY | TROY MI | 4,904 | $1.4B | $180.8M |
| 2 | BRADY MARTZ & ASSOCIATES, PC BRADY MARTZ & ASSOCIATES, PC RETIREMENT PLAN | MINOT ND | 423 | $108.2M | $104.9M |
| 3 | BOT NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND |
WILMINGTON MA |
| 18,857 |
| $939.0M |
| $65.8M |
| 4 | TRUSTEES OF CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WELFARE FUN CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WEL | TROY MI | 20,998 | $596.2M | $33.5M |
| 5 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $29.0M |
| 6 | MIROBITO HOLDINGS, INC. MIRABITO HOLDINGS, INC. 401(K) PLAN | BINGHAMTON NY | 1,326 | $50.4M | $14.5M |
| 7 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $12.6M |
| 8 | MERLONE GEIER MANAGEMENT, LLC MERLONE GEIER MANAGEMENT, LLC 401(K) PLAN | SAN FRANCISCO CA | 80 | $38.3M | $12.4M |
| 9 | MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN NJ | 8,193 | $5.1B | $10.6M |
| 10 | CREARE LLC CREARE 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST | HANOVER NH | 208 | $57.7M | $8.7M |
