Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Utilities Index Adm in their Schedule of Assets, totaling $4.9M 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 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $1.7M |
| 2 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $1.1M |
| 3 | EVANS, MECHWART, HAMBLETON & TILTON, INC. |
NEW ALBANY OH |
| 323 |
| $66.4M |
| $746K |
| 4 | EXODUSPOINT CAPITAL MANAGEMENT LP EXODUSPOINT CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 324 | $60.9M | $287K |
| 5 | TASCO AUTOCOLOR CORPORATION TASCO AUTOCOLOR CORPORATION 401(K) PLAN | HOUSTON TX | 252 | $7.5M | $268K |
| 6 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $256K |
| 7 | WOODBURY CORPORATION WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 957 | $19.9M | $248K |
| 8 | STEPHENS DISTRIBUTING COMPANY STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 112 | $10.2M | $110K |
| 9 | HMH ENGINEERS HMH 401(K) PLAN | SAN JOSE CA | 88 | $28.0M | $87K |
| 10 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $80K |
