Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Utilities Index in their Schedule of Assets, totaling $253K 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 | LOUREIRO ENGINEERING ASSOCIATES, INC. LOUREIRO ENGINEERING ASSOCIATES, INC 401(K) PLAN | PLAINVILLE CT | 163 | $25.3M | $127K |
| 2 | MAC PROPERTY MANAGEMENT, LLC MAC PROPERTY MANAGEMENT 401(K) SAVINGS PLAN | ENGLEWOOD NJ | 412 | $14.2M | $65K |
| 3 | ARISE INDUSTRIAL MANUFACTURING |
BUFFALO MN |
| 272 |
| $8.9M |
| $36K |
| 4 | JTEKT MACHINERY AMERICAS CORPORATION JTEKT MACHINERY AMERICAS CORPORATION RETIREMENT PLAN | ARLINGTON HEIGHTS IL | 169 | $32.4M | $13K |
| 5 | CHILDREN'S THERAPY SERVICES CHILDREN'S THERAPY SERVICES 401(K) PLAN | FAYETTEVILLE AR | 188 | $4.4M | $12K |
