Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Vanguard 500 Index Admiral N/R in their Schedule of Assets, totaling $120.0M 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 | AXON ENTERPRISE, INC. AXON 401(K) PLAN | SCOTTSDALE AZ | 3,206 | $228.6M | $47.5M |
| 2 | HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE CA | 5,450 | $157.8M | $16.6M |
| 3 | HELLERMANNTYTON CORPORATION HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN |
MILWAUKEE WI |
| 785 |
| $100.5M |
| $6.4M |
| 4 | BRISTOL HOSPITAL & HEALTH CARE BRISTOL HOSPITAL & HEALTH CARE GROUP 403(B) PLAN | BRISTOL CT | 2,051 | $85.1M | $6.1M |
| 5 | ENDOLOGIX LLC ENDOLOGIX SAVINGS PLAN | IRVINE CA | 401 | $48.5M | $4.8M |
| 6 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $3.5M |
| 7 | MCCARTHY TIRE SERVICE COMPANY MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN | WILKES BARRE PA | 1,267 | $38.3M | $3.5M |
| 8 | NNA SERVICES, LLC NNA SERVICES PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 244 | $33.1M | $3.5M |
| 9 | PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT PA | 148 | $15.4M | $3.5M |
| 10 | ST. VINCENTS HOSPITAL WESTCHESTER ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | HARRISON NY | 1,051 | $38.4M | $2.8M |
