Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Energy Index Fund Mutual fund in their Schedule of Assets, totaling $1.8M 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 | SAN FRANCISCO FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SAN FRANCISCO FOOD BANK | SAN FRANCISCO CA | 212 | $25.0M | $390K |
| 2 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $237K |
| 3 | LOOKOUT, INC. LOOKOUT, INC. 401(K) PLAN |
SAN JOES CA |
| 197 |
| $38.7M |
| $213K |
| 4 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $183K |
| 5 | JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND JEWISH COMMUNITY FEDERATION 403(B) PLAN | SAN FRANCISCO CA | 102 | $15.7M | $136K |
| 6 | HAMCOR, INC. DBA DUBLIN TOYOTA HAMCOR, INC. 401(K) PLAN | DUBLIN CA | 261 | $15.6M | $134K |
| 7 | APPLIED INTUITION, INC. APPLIED INTUITION 401(K) PLAN | MOUNTAIN VIEW CA | 595 | $42.0M | $103K |
| 8 | SERVANT HR, INC. SERVANT HR 401(K) RETIREMENT PLAN | FISHERS IN | 527 | $25.0M | $77K |
| 9 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $48K |
| 10 | CURBIO INC. CURBIO INC. 401(K) PLAN | POTOMAC MD | 110 | $7.0M | $42K |
