Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard 500 Index Fund Registered investment company in their Schedule of Assets, totaling $127.9M 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 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND | BLOOMINGTON MN | 476 | $231.4M | $16.6M |
| 2 | LA CLINICA DE LA RAZA, INC. LA CLINICA DE LA RAZA, INC. 403(B) PLAN | OAKLAND CA | 1,199 | $96.0M | $12.6M |
| 3 | THE WRENCH GROUP |
MARIETTA GA |
| 6,705 |
| $137.2M |
| $12.0M |
| 4 | WEIDNER PROPERTY MANAGEMENT LLC WEIDNER 401(K) RETIREMENT SAVINGS PLAN | KIRKLAND WA | 1,574 | $63.2M | $10.8M |
| 5 | MARATHON ASSET MANAGEMENT, LP MARATHON ASSET MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 160 | $37.9M | $8.3M |
| 6 | THE BURKHART DENTAL SUPPLY CO. THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST | TACOMA WA | 279 | $49.9M | $8.3M |
| 7 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $6.9M |
| 8 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $5.6M |
| 9 | PEOPLES BANK PEOPLES BANK 401K AND ESOP PLAN | LUBBOCK TX | 119 | $25.4M | $5.5M |
| 10 | GORDON FEINBLATT LLC GORDON FEINBLATT 401(K) PLAN | BALTIMORE MD | 118 | $53.9M | $5.5M |
