Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard 500 Index Pooled separate account in their Schedule of Assets, totaling $4.1M 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 | LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. NYBG RETIREMENT PLAN | ROSLYN HEIGHTS NY | 430 | $16.0M | $1.2M |
| 2 | BERING AIR, INC. BERING AIR, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOME AK | 169 | $15.6M | $1.1M |
| 3 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN |
WATERVILLE ME |
| 488 |
| $22.8M |
| $697K |
| 4 | AGM CALIFORNIA INC AMERICAN GENERAL MEDIA PROFIT SHARING AND 401(K) PLAN | BAKERSFIELD CA | 98 | $7.4M | $524K |
| 5 | CONEXON, LLC CONEXON 401(K) PLAN | KANSAS CITY MO | 828 | $27.2M | $514K |
| 6 | CLARK'S TERMITE & PEST CONTROL, INC. CLARK'S TERMITE & PEST CONTROL 401(K) PLAN | BASKING RIDGE NJ | 125 | $1.9M | $45K |
