Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Energy Index Adm Mutual fund - in their Schedule of Assets, totaling $4.6M 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 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $869K |
| 2 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $507K |
| 3 | THE WILLIAM AND FLORA HEWLETT FOUNDATION THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN |
MENLO PARK CA |
| 134 |
| $111.1M |
| $368K |
| 4 | H.F. COX, INC. COX PETROLEUM TRANSPORT H.F. COX, INC. 401(K) PLAN | BAKERSFIELD CA | 210 | $11.5M | $360K |
| 5 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $307K |
| 6 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $265K |
| 7 | PINNERGY, LTD. PINNERGY, LTD. 401(K) PLAN | AUSTIN TX | 609 | $10.8M | $247K |
| 8 | OREGON EYE CONSULTANTS, LLC OREGON EYE CONSULTANTS, LLC EMPLOYEE SAVINGS PLAN | EUGENE OR | 60 | $8.9M | $241K |
| 9 | LIEBERT CASSIDY WHITMORE LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST | LOS ANGELES CA | 171 | $60.0M | $235K |
| 10 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $214K |