Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Vanguard 500 Index Fund Admiral Class in their Schedule of Assets, totaling $58.5M 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 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $21.5M |
| 2 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) | LOS ANGELES CA | 155 | $63.3M | $8.2M |
| 3 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN |
DENVER CO |
| 533 |
| $49.7M |
| $5.5M |
| 4 | EAST COAST MIGRANT HEAD START PROJECT EAST COAST MIGRANT HEAD START PROJECT RETIREMENT SAVINGS PLAN | RALEIGH NC | 1,086 | $38.9M | $4.7M |
| 5 | TRUVANT TRUVANT 401(K) PROFIT SHARING PLAN | PRAIRIE DU CHIEN WI | 746 | $15.3M | $4.6M |
| 6 | KRONOSPAN INC. KRONOSPAN INC. 401(K) PLAN | EASTABOGA AL | 1,198 | $37.1M | $3.7M |
| 7 | ASSOCIATION OF NATIONAL ADVERTISERS, INC. ASSOCIATION OF NATIONAL ADVERTISERS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 183 | $37.8M | $2.9M |
| 8 | KBKG, INC. KBKG, INC 401(K) PROFIT SHARING PLAN | PASADENA CA | 138 | $17.9M | $2.2M |
| 9 | CIVEO MANAGEMENT LLC CIVEO MANAGEMENT LLC 401K RETIREMENT PLAN | — | 27 | $9.6M | $1.5M |
| 10 | EMERGENCY NURSES ASSOCIATION EMERGENCY NURSES ASSOCIATION RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 106 | $21.5M | $876K |
