Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Utilities Index Adm Vanguard 0 in their Schedule of Assets, totaling $1.6M 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 | EUROMONITOR INTERNATIONAL, INC EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN | CHICAGO IL | 174 | $24.8M | $292K |
| 2 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $195K |
| 3 | CAPP, INC CAPP, INC. PROFIT SHARING 401(K) PLAN |
CLIFTON HEIGHTS PA |
| 92 |
| $8.8M |
| $168K |
| 4 | CAPP MANAGEMENT LLC CAPP PROFIT SHARING 401(K) PLAN | CLIFTON HEIGHTS PA | 80 | $7.1M | $136K |
| 5 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $132K |
| 6 | DOHAN INC. HANLEES DEALER GROUP 401(K) PLAN | FAIRFIELD CA | 298 | $17.8M | $124K |
| 7 | CLASS VALUATION, LLC CLASS VALUATION, LLC 401(K) PLAN | TROY MI | 604 | $18.0M | $118K |
| 8 | SIGNIFYD, INC. SIGNIFYD 401(K) PLAN | SAN JOSE CA | 250 | $32.6M | $97K |
| 9 | PENNSYLVANIA DERMATOLOGY PARTNERS, INC. PENNSYLVANIA DERMATOLOGY 401(K) PLAN | BIRDSBORO PA | 410 | $7.9M | $61K |
| 10 | NATIONAL PHILANTHROPIC TRUST NPT 401(K) PLAN | JENKINTOWN PA | 186 | $17.7M | $46K |
