Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Index 500 Mutual fund in their Schedule of Assets, totaling $3.1M 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 | CLOVERDALE FOODS COMPANY CLOVERDALE 401K PLAN | MANDAN ND | 422 | $17.1M | $1.5M |
| 2 | WEST VALLEY ENGINEERING, INC. WEST VALLEY STAFFING GROUP 401(K) PLAN | SUNNYVALE CA | 27,974 | $7.0M | $1.1M |
| 3 | HEARTVIEW FOUNDATION HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN |
BISMARCK ND |
| 162 |
| $6.6M |
| $522K |