Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Energy Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $3.0M 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 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 1,940 | $288.9M | $1.6M |
| 2 | HILLWOOD DEVELOPMENT COMPANY, LLC PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT | DALLAS TX | 773 | $221.0M | $1.2M |
| 3 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION |
CHICAGO IL |
| 202 |
| $48.8M |
| $123K |
| 4 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $8K |
