Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Energy Fund Admiral Shares in their Schedule of Assets, totaling $6.6M 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 | BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTE SOUTHERN CALIFORNIA PLASTERING INSTITUTE PENSION TRUST FUND | COVINA CA | 425 | $100.1M | $2.2M |
| 2 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $990K |
| 3 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES |
WASHINGTON DC |
| 453 |
| $245.5M |
| $847K |
| 4 | THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. THE PHILADELPHIA ORCHESTRA & KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 319 | $29.7M | $670K |
| 5 | MOHAWK GAMING ENTERPRISES, LLC AKWESASNE MOHAWK CASINO 401(K) PLAN | HOGANSBURG NY | 657 | $22.6M | $590K |
| 6 | THE PHILADELPHIA ORCHESTRA ASSOCIATION THE PHILADELPHIA ORCHESTRA ASSOCIATION RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 152 | $19.1M | $559K |
| 7 | SECURA INSURANCE COMPANY SECURA EMPLOYEES' SALARY SAVINGS PLAN | NEENAH WI | 1,063 | $192.7M | $270K |
| 8 | WOMENS LEAGUE COMMUNITY RESIDENCES WOMENS LEAGUE TAX SHELTERED ANNUITY PLAN | BROOKLYN NY | 781 | $27.2M | $229K |
| 9 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $89K |
| 10 | PRECISION BIOSCIENCES, INC. PRECISION BIOSCIENCES, INC. 401(K) PLAN | DURHAM NC | 113 | $19.1M | $76K |
