Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Energy ETF Exchange-traded Fund in their Schedule of Assets, totaling $456K 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 | INSTITUTE FOR FAMILY DEVELOPMENT INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN | FEDERAL WAY WA | 116 | $9.5M | $303K |
| 2 | THE LIFETIME VALUE CO. LLC THE LIFETIME VALUE CO., LLC RETIREMENT TRUST | NEW YORK NY | 144 | $20.7M | $136K |
| 3 | CONSOLIDATED BUS TRANSIT, INC. |
BROOKLYN NY |
| 1,230 |
| $53.5M |
| $17K |
