Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Energy Index Adm Vanguard 0 in their Schedule of Assets, totaling $5.7M 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 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $1.1M |
| 2 | R.G. JOHNSON COMPANY, INC. R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN | WASHINGTON PA | 94 | $19.5M | $711K |
| 3 | PALMETTO PRIMARY CARE PHYSICIANS, LLC |
NORTH CHARLESTON SC |
| 563 |
| $58.3M |
| $489K |
| 4 | UNITED STATES BOWLING CONGRESS INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN | ARLINGTON TX | 136 | $18.9M | $416K |
| 5 | BTI360, LLC BTI360 401(K) PLAN | HERNDON VA | 144 | $36.6M | $317K |
| 6 | EAGLE SEVEN EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST | CHICAGO IL | 119 | $30.6M | $294K |
| 7 | CONNEXIN SOFTWARE, INC. CONNEXIN SOFTWARE, INC. 401(K) PLAN | FORT WASHINGTON PA | 174 | $17.4M | $252K |
| 8 | OPEN DENTAL SOFTWARE, INC. OPEN DENTAL SOFTWARE 401(K) PLAN | SALEM OR | 424 | $10.3M | $246K |
| 9 | INVESTORTOOLS, INC. INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN | COLORADO SPRINGS CO | 136 | $22.0M | $233K |
| 10 | PAVLOV MEDIA, INC. PAVLOV MEDIA, INC 401(K) PLAN | CHAMPAIGN IL | 278 | $9.1M | $215K |
