Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Energy Index Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $1.1M 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 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $580K |
| 2 | BAIDU USA LLC BAIDU USA, LLC 401(K) PLAN | SUNNYVALE CA | 48 | $64.7M | $225K |
| 3 | INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC 401(K) PLAN |
WEST COLUMBIA SC |
| 535 |
| $56.0M |
| $173K |
| 4 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 385 | $71.5M | $61K |
| 5 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $27K |
| 6 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $27K |
| 7 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $15K |
| 8 | TROVE INFORMATION TECHNOLOGIES, INC. TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN | SAN FRANCISCO CA | 139 | $9.2M | $8K |
| 9 | ALTRUIST CORP ALTRUIST CORP 401(K) PLAN | CULVER CITY CA | 375 | $20.0M | $4K |
| 10 | IMPACT HOUSING US LLC IMPACT HOUSING US 401(K) PLAN | LOS ANGELES CA | 136 | $471K | $3K |
