Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 520 U.S. retirement plans report holding Vanguard: 500 Index Fund in their Schedule of Assets, totaling $2.2B 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 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $82.8M |
| 2 | MCKINSTRY CO. LLC MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN | SEATTLE WA | 1,392 | $251.6M | $49.1M |
| 3 | BOARD OF TRUSTEES DIVISION A PENSION FUND DIVISION A PENSION FUND |
NEW YORK NY |
| 749 |
| $89.1M |
| $43.3M |
| 4 | JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES SHEET METAL WORKERS LOCAL 7, ZONE 1 PENSION PLAN | TROY MI | 703 | $147.7M | $39.6M |
| 5 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $37.9M |
| 6 | NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RILEY & SCARBOROUGH LLP CASH BALANCE RETIREMENT PLAN | COLUMBIA SC | 248 | $151.7M | $34.6M |
| 7 | WHITE AND WILLIAMS LLP WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 333 | $185.0M | $34.0M |
| 8 | SEG INC. SPRING EDUCATION GROUP 401(K) RETIREMENT PLAN | WEST CHESTER PA | 6,418 | $217.0M | $33.9M |
| 9 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST MCDONALD'S LICENSEES/RMHC HEALTH & WELFARE GIA | CHICAGO IL | 20,809 | $86.7M | $32.4M |
| 10 | FIRST BUSEY CORPORATION FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST | CHAMPAIGN IL | 1,521 | $268.2M | $31.5M |
