Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Vanguard- Vanguard 500 Index Fund Admiral Shares in their Schedule of Assets, totaling $364.8M 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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $40.4M |
| 2 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $37.0M |
| 3 | URBAN LAND INSTITUTE URBAN LAND INSTITUTE 403(B) PLAN |
WASHINGTON DC |
| 238 |
| $36.5M |
| $16.1M |
| 4 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN | OMAHA NE | 113 | $89.4M | $15.6M |
| 5 | WILLIS LEASE FINANCE CORPORATION THE WILLIS 401(K) PLAN | COCONUT CREEK FL | 160 | $40.0M | $11.6M |
| 6 | ROBERT A.M. STERN ARCHITECTS, LLP ROBERT A.M. STERN ARCHITECTS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 230 | $77.5M | $11.5M |
| 7 | ROCKEFELLER BROTHERS FUND, INC ROCKEFELLER NON-PROFITS 401(K) PLAN | NEW YORK NY | 107 | $68.2M | $10.9M |
| 8 | G&W ELECTRIC COMPANY G&W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST | BOLINGBROOK IL | 1,114 | $150.5M | $9.9M |
| 9 | GIL-BAR INDUSTRIES INC. GIL-BAR INDUSTRIES INC.401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 323 | $56.3M | $8.9M |
| 10 | AMERICAN GAS ASSOCIATION AMERICAN GAS ASSOCIATION EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 92 | $61.7M | $8.9M |
