Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard S&P 500 ETF Exchange traded fund in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST | PORTLAND OR | 1,080 | $29.9M | $6.0M |
| 2 | SANTMYER COMPANIES, INC. SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN | WOOSTER OH | 104 | $5.8M | $703K |
| 3 | SEATTLE POLICE OFFICERS GUILD, INC. |
SEATTLE WA |
| 980 |
| $6.0M |
| $598K |
| 4 | ALDEN LEEDS, INC. EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | KEARNY NJ | 141 | $10.1M | $375K |
| 5 | STERLING RIDGE ORTHOPAEDICS AND SPORTS MEDICINE STERLING RIDGE ORTHOPAEDICS 401K PLAN | THE WOODLANDS TX | 117 | $10.3M | $374K |
| 6 | ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 149 | $3.1M | $259K |
| 7 | KIMBERBELL KIDS LLC KIMBERBELL KIDS LLC | LOGAN UT | 76 | $1.6M | $208K |
| 8 | BRAND INSTITUTE INC BRAND INSTITUTE INC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 95 | $16.9M | $103K |
| 9 | INNOVATIVE HEALTH MANAGEMENT PARTNER LLC NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 131 | $3.0M | $77K |
| 10 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $33K |
