Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard Energy Index Fund Admiral Shares " in their Schedule of Assets, totaling $8.3M 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 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $6.1M |
| 2 | ENTERPRISE OFFSHORE DRILLING LLC ENTERPRISE OFFSHORE DRILLING 401(K) PLAN | HOUSTON TX | 407 | $15.3M | $329K |
| 3 | SUMMIT CONTRACTING GROUP, INC. |
JACKSONVILLE FL |
| 359 |
| $17.8M |
| $273K |
| 4 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $261K |
| 5 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $257K |
| 6 | HAWTHORN MEDICAL ASSOCIATES, LLC HAWTHORN MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 145 | $134.9M | $208K |
| 7 | LSU FOUNDATION LSU FOUNDATION 401(K) PLAN | BATON ROUGE LA | 96 | $13.5M | $97K |
| 8 | LOYAL HEALTH, INC. TRANSPARENTLY 401(K) PLAN | ATLANTA GA | 54 | $4.6M | $95K |
| 9 | CALSIGI LLC DBA STRAT INFO GROUP CALSIGI LLC 401(K) PLAN | ROCK HILL SC | 102 | $14.2M | $85K |
| 10 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $80K |
