Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Energy Fund 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 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $581K |
| 2 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $298K |
| 3 | GROUP PLAN SYSTEMS, LLC |
COLUMBUS OH |
| 12,606 |
| $102.8M |
| $253K |
| 4 | BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS 401(K) PROFIT SHARING PLAN | BEVERLY HILLS CA | 378 | $24.4M | $226K |
| 5 | THE CENTERS FOR ADVANCED ENT CARE, LLC THE CENTERS FOR ADVANCED ENT CARE, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 0 | $16.8M | $205K |
| 6 | VALLEY FINE FOODS COMPANY, LLC VALLEY FINE FOODS COMPANY, LLC 401K PLAN | BENICIA CA | 366 | $13.2M | $109K |
| 7 | NEUROLOGICAL SURGERY, P.C. NEUROLOGICAL SURGERY, P.C. RETIREMENT TRUST | ROCKVILLE CENTRE NY | 74 | $27.1M | $80K |
| 8 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $75K |
| 9 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $68K |
| 10 | TWIN CITY MOTORS, INC. TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | ALCOA TN | 254 | $21.3M | $63K |
