Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard 500 Mutual Fund in their Schedule of Assets, totaling $18.1M 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 | CHEMUNG CANAL TRUST COMPANY CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN | ELMIRA NY | 342 | $64.3M | $15.5M |
| 2 | FRAZIER, INC. CONKLIN CARS SALARY REDUCTION PLAN | HUTCHINSON KS | 172 | $22.1M | $2.6M |
| 3 | DXR FINANCE 3 LLC TRUE HARVEST & THERAPLANT 401(K) PLAN |
WATERTOWN CT |
| 181 |
| $428K |
| $1K |
