Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Utilities Index Fund Admiral Shares in their Schedule of Assets, totaling $4.6M 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 | SOUTHEASTERN CONTAINER, INC. SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN | CANDLER NC | 445 | $82.6M | $1.2M |
| 2 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN | RALEIGH NC | 191 | $67.1M | $952K |
| 3 | CONNECTICUT EYE CONSULTANTS PC |
DANBURY CT |
| 121 |
| $30.9M |
| $721K |
| 4 | HASKELL & WHITE, LLP HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN | IRVINE CA | 112 | $21.6M | $492K |
| 5 | FARMERS NATIONAL BANK FARMERS NATIONAL BANK 401(K) PLAN | DANVILLE KY | 194 | $27.6M | $378K |
| 6 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $203K |
| 7 | KINGWOOD ORLANDO REUNION RESORT,LLC KINGWOOD REUNION RESORT 401(K) PLAN | KISSIMMEE FL | 361 | $5.8M | $105K |
| 8 | CENTRAL FLORIDA HEALTH CARE, INC. CENTRAL FLORIDA HEALTH CARE, INC. 401(K) PLAN | WINTER HAVEN FL | 436 | $10.8M | $72K |
| 9 | MISSION HEALTH LABS INC PICNICHEALTH 401(K) PLAN | SAN FRANCISCO CA | 86 | $6.5M | $53K |
| 10 | PARTICLE MEDIA, INC. PARTICLE MEDIA 401(K) PLAN | MOUNTAIN VIEW CA | 92 | $11.2M | $49K |
