Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group Vanguard Utilities Idx Adm Fd in their Schedule of Assets, totaling $405K 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 | VIZO FINANCIAL CORPORATE CREDIT UNION VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN | MIDDLETOWN PA | 151 | $40.2M | $259K |
| 2 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $147K |
