Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Energy Index Admiral Fund Mutual Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $1.2M |
| 2 | LAMB-STAR ENGINEERING, LLC LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN | FRISCO TX | 126 | $17.0M | $106K |
