Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard S&P 500 ETF Mutual fund in their Schedule of Assets, totaling $27.3M 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 | BOARD OF TRUSTEES, REGIONAL DISTRICT COUNCIL RETIREMENT PLAN REGIONAL DISTRICT COUNCIL RETIREMENT PLAN | PORTLAND OR | 2,031 | $53.6M | $12.2M |
| 2 | MISSOURI FARM BUREAU FEDERATION MISSOURI FARM BUREAU RETIREMENT PLAN TRUST | JEFFERSON CITY MO | 366 | $81.8M | $4.8M |
| 3 | ASSETMARK FINANCIAL HOLDINGS, INC. |
CONCORD CA |
| 1,024 |
| $175.0M |
| $3.2M |
| 4 | COLUMBIA MEMORIAL HOSPITAL EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL | HUDSON NY | 11 | $13.8M | $2.5M |
| 5 | NOUVEAU ELEVATOR INDUSTRIES, LLC NOUVEAU ELEVATOR INDUSTRIES 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 161 | $17.1M | $1.7M |
| 6 | USLIVE OPCO INC USLIVE OPCO INC 401(K) PLAN | HOUSTON TX | 173 | $8.6M | $1.2M |
| 7 | CAROFFER, LLC CAROFFER 401(K) PLAN | ADDISON TX | 164 | $5.0M | $776K |
| 8 | THE CITIZENS BANK CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | FARMINGTON NM | 84 | $24.0M | $431K |
| 9 | OPTRONICS INTERNATIONAL, LLC OPTRONICS INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST | TULSA OK | 153 | $7.2M | $241K |
| 10 | SURFACE MOUNT TECHNOLOGY CORPORATION SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | APPLETON WI | 165 | $6.0M | $91K |
