Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard 500 Index Fund Investor Shares - in their Schedule of Assets, totaling $94.1M 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 | WOLFRAM RESEARCH, INC. WOLFRAM RESEARCH, INC. 401(K) PLAN | CHAMPAIGN IL | 370 | $82.4M | $23.5M |
| 2 | SOUTH LOUISIANA MEDICAL ASSOCIATES SLMA RETIREMENT SAVINGS PLAN | HOUMA LA | 182 | $96.3M | $15.9M |
| 3 | STOCKMAN FINANCIAL CORP. STOCKMAN FINANCIAL CORP 401 (K) PLAN |
MILES CITY MT |
| 896 |
| $116.7M |
| $11.4M |
| 4 | HECLA MINING COMPANY HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN | COEUR DALENE ID | 729 | $162.9M | $9.8M |
| 5 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $9.3M |
| 6 | LICKING MEMORIAL HEALTH SYSTEMS LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN | NEWARK OH | 2,475 | $159.8M | $9.2M |
| 7 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $4.2M |
| 8 | SPILMAN THOMAS & BATTLE, PLLC SPILMAN THOMAS & BATTLE 401(K) PLAN | CHARLESTON WV | 167 | $71.4M | $4.0M |
| 9 | ST. JOHNS PACKAGING (USA) LLC ST.JOHNS PACKAGING LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREENSBORO NC | 76 | $9.7M | $3.4M |
| 10 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $2.7M |
