Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Energy Index in their Schedule of Assets, totaling $580K 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 | JTEKT MACHINERY AMERICAS CORPORATION JTEKT MACHINERY AMERICAS CORPORATION RETIREMENT PLAN | ARLINGTON HEIGHTS IL | 169 | $32.4M | $470K |
| 2 | CHAMBERS & CHAMBERS, INC. CHAMBERS & CHAMBERS, INC. PROFIT SHARING 401(K) PLAN | NAPA CA | 95 | $16.9M | $88K |
| 3 | S&P USA VENTILATION SYSTEMS, LLC |
JACKSONVILLE FL |
| 140 |
| $4.2M |
| $20K |
| 4 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $2K |
