Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Utilities Index Admiral Fund " in their Schedule of Assets, totaling $721K 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN | JACKSONVILLE FL | 442 | $17.9M | $246K |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN | JACKSONVILLE FL | 407 | $19.6M | $213K |
| 3 | PALOMA PARTNERS MANAGEMENT COMPANY |
GREENWICH CT |
| 72 |
| $80.8M |
| $107K |
| 4 | ROBOTIC RESEARCH OPCO, LLC ROBOTIC RESEARCH 401(K) PLAN | CLARKSBURG MD | 276 | $30.3M | $46K |
| 5 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $46K |
| 6 | NESTEGGS RETIREMENT PLAN SERVICES, INC. COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK | JACKSONVILLE FL | 612 | $29.8M | $28K |
| 7 | NESTEGGS RETIREMENT PLAN SERVICES, INC. FARTHER PEP | JACKSONVILLE FL | 548 | $37.4M | $11K |
| 8 | THE MOM PROJECT INC THE MOM PROJECT 401(K) PLAN | CHICAGO IL | 36 | $6.6M | $11K |
| 9 | THE VMC GROUP THE VMC GROUP 401(K) PLAN | BLOOMINGDALE NJ | 192 | $9.0M | $8K |
| 10 | FIRST AVIATION SERVICES INC. FIRST AVIATION SERVICES INC. AND SUBSIDIARIES 401(K) PLAN | WESTPORT CT | 238 | $12.1M | $2K |
