Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard 500 Index Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $114.7M 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 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $18.6M |
| 2 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $15.1M |
| 3 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN |
PLANO TX |
| 111 |
| $73.6M |
| $14.4M |
| 4 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $12.3M |
| 5 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $12.2M |
| 6 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $10.6M |
| 7 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $9.4M |
| 8 | PILOT CHEMICAL COMPANY PILOT CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 251 | $62.5M | $9.3M |
| 9 | HARDINGE INC. HARDINGE INC. RETIREMENT PLAN | ELMIRA NY | 488 | $59.4M | $7.8M |
| 10 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $2.4M |
