Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Energy Admiral Mutual fund in their Schedule of Assets, totaling $636K 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 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $510K |
| 2 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $73K |
| 3 | MILESTONE ENVIRONMENTAL SERVICES, LLC |
HOUSTON TX |
| 260 |
| $7.0M |
| $45K |
| 4 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN | PORT JEFFERSON STATION NY | 138 | $13.1M | $8K |
