Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Energy Fund Adm Mutual Fund in their Schedule of Assets, totaling $479K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $353K |
| 2 | TUMEQ, LLC TUMEQ, LLC 401(K) PLAN AND TRUST | MT PLEASANT SC | 299 | $19.9M | $104K |
| 3 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST |
CANFIELD IN |
| 129 |
| $13.1M |
| $14K |
| 4 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $8K |