Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Utilities Index Admiral Mutual Funds (1) in their Schedule of Assets, totaling $3.1M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. ALTRES 401(K) RETIREMENT PLAN | HONOLULU HI | 5,071 | $163.1M | $1.8M |
| 2 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $768K |
| 3 | SPIRIT HUMAN RESOURCES, LLC SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS |
OKLAHOMA CITY OK |
| 379 |
| $20.0M |
| $315K |
| 4 | SLAVIC MUTUAL FUND MANAGEMENT CORP. SLAVIC MUTUAL FUNDS MANAGEMENT CO. 401K PLAN | BOCA RATON FL | 259 | $19.7M | $249K |
