Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard 500 Index Fund in their Schedule of Assets, totaling $17.6M 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 | HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATES HEA CLINIC, P.A. 401(K) PLAN | HOUSTON TX | 511 | $66.5M | $11.9M |
| 2 | AUTOX TECHNOLOGIES, INC. AUTOX TECHNOLOGIES, INC. RETIREMENT PLAN | SAN JOSE CA | 42 | $7.0M | $2.3M |
| 3 | TRITEN CORPORATION TRITEN CORPORATION 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 117 |
| $17.4M |
| $1.5M |
| 4 | SCHMITT MANAGEMENT CORPORATION SCHMITT MCDONALD'S 401(K) PLAN & TRUST | AURORA IL | 109 | $6.7M | $1.0M |
| 5 | GENOX TRANSPORTATION, INC. GENOX TRANSPORTATION, INC. 401(K) PLAN | DEER PARK TX | 148 | $3.8M | $615K |
| 6 | RIP CURL, INC. RIP CURL, INC. 401(K) PLAN | COSTA MESA CA | 238 | $3.5M | $277K |
| 7 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $35K |
| 8 | CAPTAIN D'S, LLC CAPTAIN D'S, LLC 401(K) PLAN | NASHVILLE TN | 2,280 | $3.8M | $12K |
