Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard 500 Index Fund Mutual fund n/a in their Schedule of Assets, totaling $158.8M 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 | TENNESSEE FARMERS MUTUAL INSURANCE COMPANY TENNESSEE FARMERS MUTUAL INSURANCE COMPANY RETIREMENT SAVINGS PLAN | COLUMBIA TN | 842 | $166.4M | $67.1M |
| 2 | TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN | IRVING TX | 937 | $222.8M | $41.4M |
| 3 | THALHIMER, INC. |
GLEN ALLEN VA |
| 389 |
| $49.9M |
| $8.8M |
| 4 | TENNESSEE FARM BUREAU FEDERATION TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN | COLUMBIA TN | 67 | $14.4M | $5.3M |
| 5 | CLAAS OF AMERICA INC. CLAAS EMPLOYEES' SAVINGS PLAN | OMAHA NE | 365 | $52.9M | $5.0M |
| 6 | MOORE HOLDING COMPANY MOORE HOLDING COMPANY PROFIT SHARING 401(K) PLAN | WEST FARGO ND | 237 | $47.3M | $4.9M |
| 7 | MME, INC. MME, INC. 401(K) PLAN | BISMARCK ND | 0 | $0 | $4.7M |
| 8 | ECK INDUSTRIES, INC. ECK INDUSTRIES, INC. UNION EMPLOYEES' CASH OR DEFERRED RETIREMENT PLAN | MANITOWOC WI | 159 | $14.8M | $4.1M |
| 9 | TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION RETIREMENT SAVINGS PLAN | COLUMBIA TN | 149 | $12.0M | $3.3M |
| 10 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $2.5M |
