Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Indx-Adm #0540 Mutual fund N/A in their Schedule of Assets, totaling $19.1M 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 | HALL, ESTILL, HARDWICK, GABLE, GOLDEN & NELSON, P.C. HALL, ESTILL PROFIT SHARING AND 401(K) PLAN | TULSA OK | 162 | $103.1M | $15.6M |
| 2 | CUMMINS CONSTRUCTION COMPANY, INC. THE CUMMINS CONSTRUCTION COMPANY, INC. SAVINGS PLAN | ENID OK | 160 | $15.0M | $2.8M |
| 3 | PREMIUM BRANDS SANDWICH GROUP HOLDINGS, INC. |
OWASSO OK |
| 280 |
| $5.5M |
| $366K |
| 4 | AUXANO HOLDINGS, LLC NSP PROTEINS 401(K) PLAN | OWASSO OK | 360 | $4.7M | $328K |
