Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Energy Index Mutual Fund in their Schedule of Assets, totaling $164K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $142K |
| 2 | WORKRAMP, INC. WORKRAMP, INC. 401(K) PLAN | COVINA CA | 74 | $6.3M | $7K |
| 3 | WILD TYPE, INC. WILD TYPE, INC. 401(K) PLAN | SAN FRANCISCO CA |
| 85 |
| $5.5M |
| $5K |
| 4 | CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC. CARBON AUTONOMOUS ROBOTIC SYSTEMS 401(K) PLAN | SEATTLE WA | 154 | $3.6M | $4K |
| 5 | BITWARDEN INC. BITWARDEN 401(K) PLAN | SANTA BARBARA CA | 152 | $7.2M | $4K |
| 6 | CODAC HEALTH, RECOVERY & WELLNESS, INC. CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN | TUCSON AZ | 272 | $11.0M | $2K |
