Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Utilities Index Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $567K 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 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOGAN TWP NJ | 173 | $9.1M | $201K |
| 2 | ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS CA | 721 | $39.8M | $147K |
| 3 | CLARK & WASHINGTON, PC |
ATLANTA GA |
| 81 |
| $3.0M |
| $74K |
| 4 | ROADONE WEST, INC. ROADONE WEST, INC. 401(K) PLAN | SAN DIEGO CA | 396 | $13.0M | $62K |
| 5 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $52K |
| 6 | CHAINBRIDGE SOLUTIONS INC. CHAINBRIDGE SOLUTIONS 401(K) PLAN | FAIRFAX VA | 105 | $5.3M | $11K |
| 7 | NARVAR INC NARVAR 401(K) PLAN | SAN MATEO CA | 182 | $15.1M | $7K |
| 8 | FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION MAKE SENSE 401K FIDUCIARY WISE, LLC | GILBERT AZ | 289 | $2.4M | $4K |
| 9 | ALTRUIST CORP ALTRUIST CORP 401(K) PLAN | CULVER CITY CA | 375 | $20.0M | $3K |
| 10 | HOMELIGHT, INC. HOMELIGHT, INC. 401(K) PLAN | SCOTTSDALE AZ | 114 | $8.5M | $3K |
