Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Utilities Index Fund Mutual fund 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $893K |
| 2 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $689K |
| 3 | PATRIOT GROWTH INSURANCE SERVICES, LLC |
FORT WASHINGTON PA |
| 1,917 |
| $147.4M |
| $505K |
| 4 | MERIWEST CREDIT UNION MERIWEST CREDIT UNION 401K PLAN | SAN JOSE CA | 221 | $37.5M | $443K |
| 5 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $319K |
| 6 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $129K |
| 7 | THE KLEIN COMPANY THE KLEIN COMPANY 401K PLAN | PHILADELPHIA PA | 88 | $8.0M | $57K |
| 8 | HAMCOR, INC. DBA DUBLIN TOYOTA HAMCOR, INC. 401(K) PLAN | DUBLIN CA | 261 | $15.6M | $31K |
| 9 | APPLIED INTUITION, INC. APPLIED INTUITION 401(K) PLAN | MOUNTAIN VIEW CA | 595 | $42.0M | $19K |
| 10 | TRADITIONS OF AMERICA LP TRADITIONS OF AMERICA 401(K) RETIREMENT PLAN | BERWYN PA | 96 | $8.5M | $11K |
