Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Energy Index Fund in their Schedule of Assets, totaling $418K 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 | HARPS FOOD STORES, INC. HARPS FOOD STORES, INC. 401(K) PLAN | SPRINGDALE AR | 4,360 | $39.7M | $197K |
| 2 | APOLIS APOLIS 401(K) PLAN | EL SEGUNDO CA | 376 | $15.7M | $160K |
| 3 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON |
| 542 |
| $54.2M |
| $47K |
| 4 | LEVELTEN ENERGY LEVELTEN ENERGY 401(K) PLAN | SEATTLE WA | 132 | $5.0M | $8K |
| 5 | UNIT21, INC UNIT21, INC 401(K) PLAN | SAN FRANCISCO CA | 81 | $5.4M | $6K |
| 6 | LINQIA INC. LINQIA 401(K) PLAN | SAN FRANCISCO CA | 76 | $4.3M | $151 |
| 7 | KILLDEER MOUNTAIN MANUFACTURING, INC. KILLDEER MOUNTAIN MFG. 401K PROFIT SHARING PLAN | KILLDEER ND | 320 | $11.3M | $9 |