Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Energy Index Adm Registered investment company in their Schedule of Assets, totaling $3.1M 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 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $869K |
| 2 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $542K |
| 3 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN |
CLEVELAND OH |
| 783 |
| $76.1M |
| $476K |
| 4 | NORTHWEST AEROSPACE TECHNOLOGIES, INC. NORTHWEST AEROSPACE TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | EVERETT WA | 224 | $38.2M | $394K |
| 5 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $313K |
| 6 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $231K |
| 7 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $120K |
| 8 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $31K |
| 9 | PEOPLES BANK PEOPLES BANK 401K AND ESOP PLAN | LUBBOCK TX | 119 | $25.4M | $29K |
| 10 | THRESHOLD ENTERPRISES, LTD. THRESHOLD ENTERPRISES, LTD. 401(K) PLAN | SCOTTS VALLEY CA | 443 | $9.3M | $28K |
