Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Information Technology Idx Adm Mutual fund in their Schedule of Assets, totaling $26.5M 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 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $12.0M |
| 2 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $4.6M |
| 3 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN |
SALINE MI |
| 1,048 |
| $53.5M |
| $1.8M |
| 4 | COLLIFLOWER INC. COLLIFLOWER INC. 401K PROFIT SHARING PLAN & TRUST | BALTIMORE MD | 183 | $12.4M | $1.5M |
| 5 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $997K |
| 6 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $780K |
| 7 | ADAMS BANK & TRUST ADAMS BANK & TRUST 401(K) PLAN | OGALLALA NE | 235 | $34.3M | $621K |
| 8 | SOUTHERN CONCRETE CONSTRUCTION COMPANY, INC. SOUTHERN CONCRETE CONSTRUCTION COMPANY, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN | ALBANY GA | 168 | $19.2M | $543K |
| 9 | DEANGELIS DIAMOND CONSTRUCTION, LLC DEANGELIS DIAMOND CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN & TRUST | NAPLES FL | 256 | $25.4M | $542K |
| 10 | UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | ST. LOUIS MO | 241 | $42.6M | $517K |
