Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Energy Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $2.1M 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 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $643K |
| 2 | APPS ASSOCIATES LLC APPS ASSOCIATES LLC 401(K) PLAN | ACTON MA | 320 | $57.7M | $312K |
| 3 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN |
INDIANAPOLIS IN |
| 286 |
| $52.2M |
| $304K |
| 4 | POST UNIVERSITY, INC. POST UNIVERSITY, INC. 401(K) RETIREMENT PLAN | WATERBURY CT | 836 | $28.5M | $288K |
| 5 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $188K |
| 6 | EXPERIENCE EMPLOYEE CO LLC EXPERIENCE EMPLOYEE CO LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 196 | $5.6M | $125K |
| 7 | CLARK & WASHINGTON, PC CLARK & WASHINGTON, PC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 81 | $3.0M | $115K |
| 8 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $104K |
| 9 | MORSECORP, INC. MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST | CAMBRIDGE MA | 151 | $14.0M | $19K |
| 10 | MERRY HEART PERSONNEL CORP MERRY HEART PERSONNEL CORP 401(K) PROFIT SHARING PLAN & TRUST | SUCCASUNNA NJ | 149 | $8.7M | $7K |
