Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Index Mutual fund NR in their Schedule of Assets, totaling $18.8M 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 | SAVANTAGE FINANCIAL SERVICES, INC. SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 138 | $41.0M | $9.2M |
| 2 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $6.9M |
| 3 | HUNTRESS LABS INCORPORATED |
COLUMBIA MD |
| 392 |
| $23.6M |
| $1.6M |
| 4 | ENCOMPASS LLC ENCOMPASS LLC 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 264 | $20.9M | $1.2M |
