Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Utilities ETF ‐ in their Schedule of Assets, totaling $1.7M 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 | MIDFLORIDA CREDIT UNION MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN | LAKELAND FL | 391 | $137.7M | $990K |
| 2 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN | OKEMOS MI | 1,915 | $27.6M | $610K |
| 3 | FOURKITES, INC. FOURKITES, INC. RETIREMENT TRUST |
CHICAGO IL |
| 229 |
| $14.5M |
| $40K |
| 4 | FIBERRISE FIBERRISE RETIREMENT PLAN | MADISON AL | 0 | $0 | $37K |
| 5 | BIRDEYE INC. BIRDEYE INC. RETIREMENT TRUST | PALO ALTO CA | 243 | $10.5M | $28K |
| 6 | HEARTLAND COMMUNITY HEALTH CLINIC, INC. HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN | PEORIA IL | 193 | $6.4M | $26K |
| 7 | FEDERAL INTEGRATED SYSTEMS CORPORAION FISC 401K PLAN AND TRUST | ALEXANDRIA VA | 278 | $3.9M | $5K |
