Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Energy Index Adm in their Schedule of Assets, totaling $2.4M 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 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $877K |
| 2 | FUJIMI CORPORATION FUJIMI CORPORATION PROFIT SHARING & PENSION PLAN | TUALATIN OR | 104 | $48.2M | $733K |
| 3 | FAIRFIELD GOURMET CORPORATION DAVID'S COOKIES / COOKIE CUPBOARD 401(K) PLAN |
CEDAR GROVE NJ |
| 501 |
| $7.3M |
| $384K |
| 4 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $182K |
| 5 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 200 | $37.6M | $142K |
| 6 | THE AUTOMOTIVE GROUP, INC. THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST | ESCONDIDO CA | 257 | $10.2M | $60K |
| 7 | KIOSK INFORMATION SYSTEMS, INC. KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE CO | 144 | $8.9M | $29K |
