Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Utilities Index Adm Registered investment company in their Schedule of Assets, totaling $2.6M 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 | EDUCATIONAL EMPLOYEES CREDIT UNION EDUCATIONAL EMPLOYEES CREDIT UNION 401(K) PLAN | FRESNO CA | 567 | $91.3M | $957K |
| 2 | VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | VISALIA CA | 54 | $89.4M | $813K |
| 3 | COHEN SEQUOIA ENTERPRISES, LTD. |
CLEVELAND OH |
| 783 |
| $76.1M |
| $371K |
| 4 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $315K |
| 5 | APEX HERITAGE GROUP, LLC APEX HERITAGE GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 229 | $5.3M | $64K |
| 6 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $63K |
| 7 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $46K |
| 8 | INCLOUD LLC ONTRA 401(K) PLAN | CONCORD CA | 329 | $20.2M | $9K |
| 9 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $8K |
