Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group 500 Index Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $4.5M |
| 2 | WILD TYPE, INC. WILD TYPE, INC. 401(K) PLAN | SAN FRANCISCO CA | 85 | $5.5M | $280K |
| 3 | CHECK TECHNOLOGIES, INC CHECK TECHNOLOGIES 401(K) PLAN |
| 92 |
| $5.9M |
| $264K |
| 4 | FINIX PAYMENTS, INC. FINIX PAYMENTS, INC. 401(K) PLAN | SAN FRANCISCO CA | 116 | $5.5M | $222K |
| 5 | CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC. CARBON AUTONOMOUS ROBOTIC SYSTEMS 401(K) PLAN | SEATTLE WA | 154 | $3.6M | $20K |