Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Vanguard 500 Index, Admiral Shares {+} in their Schedule of Assets, totaling $69.8M 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 | ONEBLOOD, INC. ONEBLOOD 403(B) RETIREMENT PLAN | ST. PETERSBURG FL | 2,641 | $160.3M | $24.0M |
| 2 | DILWORTH PAXSON LLP DILWORTH PAXSON LLP 401K SAVINGS PLAN | PHILADELPHIA PA | 107 | $79.4M | $7.4M |
| 3 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN |
BALTIMORE MD |
| 400 |
| $119.9M |
| $6.3M |
| 4 | HORNE LLP HORNE LLP PROFIT SHARING PLAN | RIDGELAND MS | 1,287 | $107.8M | $4.4M |
| 5 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $4.4M |
| 6 | COLORADO ROCKIES BASEBALL CLUB, LTD. COLORADO ROCKIES 401(K) SAVINGS AND INVESTMENT PLAN | DENVER CO | 569 | $59.9M | $3.9M |
| 7 | KORBER TECHNOLOGIES, INC KORBER TECHNOLOGIES, INC. SAVINGS INCENTIVE PLAN | RICHMOND VA | 149 | $24.0M | $3.4M |
| 8 | VIRGINIA UNITED METHODIST HOMES, INC. DBA PINNACLE LIVING PINNACLE LIVING TSA RETIREMENT PLAN | GLEN ALLEN VA | 939 | $46.1M | $2.8M |
| 9 | INDUSTRIAL MAGNETICS, INC. IMI HOLDING CORPORATION 401(K) PROFIT SHARING PLAN | BOYNE CITY MI | 223 | $28.6M | $2.7M |
| 10 | COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS OH | 562 | $16.8M | $2.5M |
