Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Group Vanguard 500 Index Fund Admiral Shares in their Schedule of Assets, totaling $31.0M 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 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $9.8M |
| 2 | SOUTHERN ILLINOIS HEALTHCARE FOUNDATION, INC. DBA SIHF HEALTHCARE SIHF HEALTHCARE SAVINGS AND INVESTMENT PLAN | CENTREVILLE IL | 1,020 | $70.5M | $7.4M |
| 3 | CENTRAL STATES HEALTH & LIFE CO. OF OMAHA |
OMAHA NE |
| 86 |
| $52.1M |
| $7.0M |
| 4 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $3.6M |
| 5 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 108 | $16.5M | $2.6M |
| 6 | GEORGIA PAIN AND WELLNESS CENTER, LLC GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN | LAWRENCEVILLE GA | 406 | $5.1M | $437K |
| 7 | BLUE WATER THINKING, LLC BLUE WATER THINKING 401(K) PLAN | MCLEAN VA | 161 | $5.0M | $274K |
