Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Energy fund admiral - in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $1.1M |
| 2 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $669K |
| 3 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN |
WALL TOWNSHIP NJ |
| 240 |
| $38.3M |
| $429K |
| 4 | BEST EGG SERVICES, LLCF/K/A MA BEST EGG 401(K) PLAN | WILMINGTON DE | 506 | $52.3M | $326K |
| 5 | MARLETTE FUNDING, LLC MARLETTE FUNDING, LLC 401(K) PLAN | WILMINGTON DE | 571 | $40.6M | $284K |
| 6 | STCHEALTH, LLC STCHEALTH, LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 139 | $15.5M | $226K |
| 7 | EDI HEALTH GROUP, INC. EDI HEALTH GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 106 | $6.8M | $150K |
| 8 | RHAPSODY INTERNATIONAL, INC. RHAPSODY INTERNATIONAL, INC. 401(K) PLAN | SEATTLE WA | 26 | $14.1M | $124K |
| 9 | METABOLON, INC. METABOLON 401(K) PLAN | MORRISVILLE NC | 122 | $25.4M | $98K |
| 10 | ART GUILD OF PHILADELPHIA, INC. ART GUILD, INC. RETIREMENT SAVINGS PLAN | WEST DEPTFORD NJ | 172 | $13.9M | $91K |
