Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Energy Index Fund Admiral Mutual fund - in their Schedule of Assets, totaling $975K 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 | FRANKCRUM 11, INC. FRANKCRUM RETIREMENT SAVINGS PLAN | CLEARWATER FL | 8,562 | $205.6M | $798K |
| 2 | STONEEAGLE, F&I, INC. STONEEAGLE, F&I, INC. 401K PLAN | RICHARDSON TX | 173 | $13.6M | $139K |
| 3 | DV01 DV01 401(K) PLAN | NEW YORK NY |
| 116 |
| $8.4M |
| $28K |
| 4 | JUNIPER SQUARE, INC. JUNIPER SQUARE 401(K) PLAN | SAN FRANCISCO CA | 433 | $26.3M | $9K |
| 5 | HYPERPROOF INC HYPERPROOF 401(K) PLAN | SEATTLE WA | 161 | $8.2M | $1K |
