Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 262 U.S. retirement plans report holding Vanguard 500 Index Fund Mutual fund - in their Schedule of Assets, totaling $1.2B 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 | ROBLOX CORPORATION ROBLOX CORPORATION 401K PLAN | SAN MATEO CA | 2,328 | $389.2M | $86.1M |
| 2 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $49.5M |
| 3 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN |
FARMINGTON HILLS MI |
| 720 |
| $230.6M |
| $40.4M |
| 4 | ABRDN INC. ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 204 | $200.3M | $36.0M |
| 5 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $32.2M |
| 6 | AURORA FLIGHT SCIENCES CORPORATION AURORA FLIGHT SCIENCES CORPORATION 401(K) PLAN | MANASSAS VA | 1,003 | $163.5M | $31.1M |
| 7 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WOODLAND HILLS CA | 1,106 | $184.0M | $27.2M |
| 8 | INTRUST FINANCIAL CORPORATION INTRUST 401(K) PLAN | WICHITA KS | 856 | $205.6M | $27.2M |
| 9 | INFIRMARY HEALTH SYSTEM, INC. THE INFIRMARY 401(K) PLAN | MOBILE AL | 6,046 | $372.2M | $23.7M |
| 10 | SHARTSIS FRIESE LLP SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | SAN FRANCISCO CA | 115 | $137.4M | $22.1M |