Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Index TR 500 Admiral Shs in their Schedule of Assets, totaling $13.0M 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 | SKYWARD, INC. SKYWARD, INC. 401(K) PLAN | STEVENS POINT WI | 718 | $106.5M | $8.6M |
| 2 | 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 |
| 3 | CATHOLIC CHARITIES, INC. DIOCESE OF MADISON |
MADISON WI |
| 118 |
| $7.5M |
| $635K |
| 4 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $121K |