Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Index TR 500 Admiral Shs in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN | MENASHA WI | 1,292 | $25.2M | $3.6M |
| 2 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $121K |
