Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Index Registered investment company (y) in their Schedule of Assets, totaling $23.2M 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 | WRIGHT-PATT CREDIT UNION, INC. WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST | BEAVERCREEK OH | 1,429 | $137.8M | $11.9M |
| 2 | EMERGENCY MEDICINE SPECIALISTS, INC. EMERGENCY MEDICINE SPECIALISTS, INC. PROFIT SHARING PLAN | MIAMISBURG OH | 129 | $72.9M | $7.4M |
| 3 | KRUGGEL, LAWTON & CO., LLC |
SOUTH BEND IN |
| 131 |
| $19.7M |
| $3.8M |
