Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard 500 Index Fund Mutual fund NR in their Schedule of Assets, totaling $59.7M 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 | MHM SERVICES, INC. CENTURION 401(K) SAVINGS PLAN | VIENNA VA | 8,779 | $188.9M | $15.1M |
| 2 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $11.6M |
| 3 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING |
RESTON VA |
| 209 |
| $26.3M |
| $3.5M |
| 4 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $3.3M |
| 5 | ADVANCED RESOURCE TECHNOLOGIES, INC. ADVANCED RESOURCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 65 | $13.4M | $3.3M |
| 6 | DIGITAL LNFUZION, LLC DIFZ 401(K) PLAN | ROCKVILLE MD | 141 | $13.7M | $3.0M |
| 7 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN | COLUMBIA MD | 45 | $24.1M | $2.8M |
| 8 | CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP. CTI 401(K) PLAN | CALIFORNIA MD | 170 | $13.3M | $2.1M |
| 9 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 130 | $19.9M | $2.0M |
| 10 | CLUTCH CO. LLC DBA CLUTCH CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN | WASHINGTON DC | 97 | $8.9M | $1.9M |
