Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Energy Index Adm Mutual fund - in their Schedule of Assets, totaling $3.4M 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 | 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 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $307K |
| 5 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $265K |
| 6 | OREGON EYE CONSULTANTS, LLC OREGON EYE CONSULTANTS, LLC EMPLOYEE SAVINGS PLAN | EUGENE OR | 60 | $8.9M | $241K |
| 7 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $214K |
| 8 | IDEALAB IDEALAB 401(K) PLAN | PASADENA CA | 24 | $16.7M | $149K |
| 9 | PLAID ENTERPRISES, INC. PLAID ENTERPRISES, INC. 401(K) RET. SAV. PLAN | PEACHTREE CORNERS GA | 396 | $37.8M | $129K |
| 10 | CONCORD, USA, LLC CONCORD, USA, LLC 401(K) PLAN | HOPKINS MN | 267 | $18.9M | $89K |
