Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Energy index admiral 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 | CARIS SCIENCE, INC. CARIS SCIENCE, INC. 401(K) PLAN | IRVING TX | 1,760 | $141.1M | $723K |
| 2 | ANDERSON DEVELOPMENT COMPANY ANDERSON DEVELOPMENT CO. EMPLOYEES RETIREMENT SAVINGS PLAN | ADRIAN MI | 122 | $33.6M | $203K |
| 3 | PAULO PRODUCTS COMPANY PAULO PRODUCTS COMPANY 401(K) PLAN |
ST. LOUIS MO |
| 373 |
| $51.7M |
| $189K |
| 4 | HUBBARDTON FORGE, LLC HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN | CASTLETON VT | 197 | $19.7M | $92K |
| 5 | LITHIC, INC. PAY WITH PRIVACY 401(K) PLAN | NEW YORK NY | 107 | $6.3M | $20K |
| 6 | INSPIRE11 LLC INSPIRE11 401(K) PLAN | CHICAGO IL | 266 | $21.6M | $8K |
| 7 | MEASURE HEALTH INNOVATIONS, LLC MEASURE HEALTH INNOVATIONS 401(K) PLAN | OKLAHOMA CITY OK | 280 | $4.5M | $7K |
| 8 | LOCAL HOUSE INTERNATIONAL INC LOCAL HOUSE INTERNATIONAL 401(K) PLAN | NEW YORK NY | 27 | $1.3M | $6K |
| 9 | TROPIC TROPIC 401(K) PLAN | NEW YORK NY | 151 | $8.2M | $4K |
| 10 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $2K |
