Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Energy Index Adm Mutual fund n/a in their Schedule of Assets, totaling $1.3M 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 | HYDE ENGINEERING + CONSULTING, INC. HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN | BOULDER CO | 93 | $24.7M | $1.1M |
| 2 | OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN | PALO ALTO CA | 209 | $13.0M | $212K |
| 3 | IP PATHWAYS, LLC |
URBANDALE IA |
| 122 |
| $4.8M |
| $21K |
| 4 | ND ENERGY SERVICES MANAGEMENT, INC. ND ENERGY SERVICES 401(K) PLAN | DICKINSON ND | 310 | $15.6M | $16K |
| 5 | WYOMING CASING SERVICE, INC. WYOMING CASING 401(K) PLAN | DICKINSON ND | 198 | $11.4M | $7K |
