Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 136 U.S. retirement plans report holding Vanguard: 500 Index in their Schedule of Assets, totaling $497.1M 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 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $92.1M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $50.3M |
| 3 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN |
NASHVILLE TN |
| 1,211 |
| $224.7M |
| $34.3M |
| 4 | BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOCIATION LOCAL NO. 33 YOUNGSTOWN DISTRICT PENSION FUND | CANFIELD OH | 196 | $82.8M | $32.7M |
| 5 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $12.9M |
| 6 | LAKE FOREST COLLEGE LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF | LAKE FOREST IL | 355 | $143.2M | $11.4M |
| 7 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $10.8M |
| 8 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $10.6M |
| 9 | SCHNITZER INVESTMENT CORP. SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN | PORTLAND OR | 245 | $45.1M | $8.2M |
| 10 | THE BRADBURY CO., INC. THE BRADBURY COMPANY, INC. PROFIT SHARING 401(K) PLAN | MOUNDRIDGE KS | 482 | $63.1M | $8.2M |
