Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 236 U.S. retirement plans report holding Vanguard 500 Index Fund Mutual fund - in their Schedule of Assets, totaling $1.0B 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 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $49.5M |
| 2 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN | FARMINGTON HILLS MI | 720 | $230.6M | $40.4M |
| 3 | ABRDN INC. ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 204 |
| $200.3M |
| $36.0M |
| 4 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $32.2M |
| 5 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WOODLAND HILLS CA | 1,106 | $184.0M | $27.2M |
| 6 | INTRUST FINANCIAL CORPORATION INTRUST 401(K) PLAN | WICHITA KS | 856 | $205.6M | $27.2M |
| 7 | INFIRMARY HEALTH SYSTEM, INC. THE INFIRMARY 401(K) PLAN | MOBILE AL | 6,046 | $372.2M | $23.7M |
| 8 | SHARTSIS FRIESE LLP SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | SAN FRANCISCO CA | 115 | $137.4M | $22.1M |
| 9 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH RETIREE MEDICAL ACCOUNT PLAN | NEW YORK NY | 14,652 | $444.2M | $21.3M |
| 10 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $19.5M |
