Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Group 500 Index Fund in their Schedule of Assets, totaling $46.2M 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 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $10.2M |
| 2 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $8.4M |
| 3 | SEKISUI SPECIALTY CHEMICALS AMERICA, LLC |
DALLAS TX |
| 178 |
| $53.2M |
| $7.8M |
| 4 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $6.2M |
| 5 | SEKISUI AMERICA CORPORATION SEKISUI AMERICA CORPORATION RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 685 | $73.2M | $4.9M |
| 6 | SELENDY GAY PLLC SELENDY GAY PLLC 401(K) PLAN | NEW YORK NY | 178 | $30.6M | $3.0M |
| 7 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $2.1M |
| 8 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $1.6M |
| 9 | FOODA, INC. FOODA, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 458 | $14.1M | $1.3M |
| 10 | KITSAP MENTAL HEALTH SERVICES KITSAP MENTAL HEALTH SERVICES 403(B) RETIREMENT PLAN | BREMERTON WA | 602 | $21.5M | $603K |
