Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Vanguard Energy Fund* in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | L & B REALTY ADVISORS, LLP L & B REALTY ADVISORS, LLP EMPLOYEES' SALARY REDUCTION THRIFT SAVINGS PLAN AND TRUST | DALLAS TX | 81 | $40.9M | $1.6M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $720K |
| 3 | ORTHOPAEDIC ASSOCIATES, P.A. |
FORT WALTON BEACH FL |
| 0 |
| $17.1M |
| $687K |
| 4 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $565K |
| 5 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $438K |
| 6 | HARDING HOLDINGS, INC. UDELHOVEN 401(K) PLAN & TRUST | ANCHORAGE AK | 281 | $14.2M | $396K |
| 7 | MAYO CLINIC HEALTH SYSTEM - MANKATO MAYO CLINIC HEALTH SYSTEM 401(A) PLAN | MANKATO MN | 2,336 | $256.1M | $384K |
| 8 | HEINZEN, LLC HEINZEN, LLC 401(K) PLAN | GILROY CA | 95 | $11.1M | $377K |
| 9 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $364K |
| 10 | SCINTILLA EG HOLDINGS, INC. ESCO GROUP 401(K) PLAN | MARION IA | 362 | $27.2M | $362K |
