Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard 500 Index Inv Mutual Fund in their Schedule of Assets, totaling $83.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIERRA PACIFIC INDUSTRIES, INC. SIERRA PACIFIC IND EMPLOYEES' RETIREMENT PLAN | REDDING CA | 6,207 | $675.1M | $74.2M |
| 2 | PYA, P.C. PYA, P.C. 401K PLAN | KNOXVILLE TN | 211 | $40.0M | $5.0M |
| 3 | VENTURE GENERAL CONTRACTING, LLC VENTURE GENERAL CONTRACTING LLC 401K RETIREMENT PLAN | SEATTLE WA | 91 | $15.5M | $2.1M |
| 4 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST | EDINA MN | 218 | $19.9M | $745K |
| 5 | VIVEX BIOLOGICS, INC. VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 396 | $14.0M | $602K |
| 6 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES | EDINA MN | 651 | $15.8M | $372K |