Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Index 500 Fund Mutual fund in their Schedule of Assets, totaling $1.6M 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 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $1.3M |
| 2 | RAKEN, INC. RAKEN 401(K) PLAN | CARLSBAD CA | 105 | $6.6M | $107K |
| 3 | FRIDABABY, LLC FRIDABABY 401(K) PLAN | MIAMI FL | 138 |
| $8.0M |
| $100K |
