Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard S&P 500 Etf in their Schedule of Assets, totaling $2.9B 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 | PARAMETRIC PORTFOLIO ASSOCIATES LLC PARAMETRIC DEFENSIVE EQUITY FUND LLC | MINNEAPOLIS MN | — | $5.3B | $2.7B |
| 2 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $32.4M |
| 3 | BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUND |
DALLAS TX |
| 10,811 |
| $1.5B |
| $30.2M |
| 4 | BOARD OF TRUSTEES OF PENSION FUND PENSION FUND UNITED SCENIC ARTISTS LOCAL 829 | ENGLEWOOD CLIFFS NJ | 2,834 | $533.6M | $21.5M |
| 5 | BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT CIC-TOC PENSION PLAN | SEATTLE WA | 42 | $183.5M | $18.6M |
| 6 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $17.7M |
| 7 | ALSTON & BIRD LLP A&B ENHANCED PARTNER CASH BALANCE PENSION PLAN | ATLANTA GA | 368 | $144.8M | $16.1M |
| 8 | BOARD OF TRUSTEES OF CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL H&W CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL HEAL | WESTCHESTER IL | 11,150 | $705.1M | $10.5M |
| 9 | CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS MO | 3,672 | $1.2B | $8.6M |
| 10 | BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUND CHICAGO TILE INSTITUTE PENSION FUND | ELMHURST IL | 622 | $173.3M | $8.1M |
