Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard 500 Index Fund Mutual funds in their Schedule of Assets, totaling $202.6M 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 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $33.9M |
| 2 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $28.3M |
| 3 | ISLAND EMPLOYMENT SERVICES, LLC ISLAND EMPLOYMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 302 |
| $120.8M |
| $18.4M |
| 4 | FAMILY HEALTH CENTERS OF SAN DIEGO FAMILY HEALTH CENTERS OF SAN DIEGO TAX DEFERRED ANNUITY PLAN | SAN DIEGO CA | 2,546 | $174.8M | $15.1M |
| 5 | TAWA SUPERMARKET, INC. TAWA SUPERMARKET, INC. 401(K) PLAN | BUENA PARK CA | 7,581 | $193.4M | $10.5M |
| 6 | SPRINGFIELD ANESTHESIA SERVICE, INC SPRINGFIELD ANESTHESIA SERVICE, INC. 401(K) SAVINGS PLAN | WEST SPRINGFIELD MA | 16 | $80.3M | $9.7M |
| 7 | TORYS LLP TORYS LLP SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 46 | $47.9M | $6.9M |
| 8 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $6.8M |
| 9 | SEVAN MULTI-SITE SOLUTIONS, INC. SEVAN MULTI-SITE SOLUTIONS, INC. 401(K) PLAN | DOWNERS GROVE IL | 312 | $33.9M | $5.7M |
| 10 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $5.5M |
