Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard 500 Index Fund Investor Shares in their Schedule of Assets, totaling $16.8M 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 | RUFFOLO, HOOPER & ASSOCIATES, MDPA RHA 401(K) PROFIT SHARING PLAN | TAMPA FL | 124 | $45.4M | $7.2M |
| 2 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN | SAN FRANCISCO CA | 16 | $21.9M | $5.3M |
| 3 | FIRST BANK SAVINGS PLAN FOR EMPLOYEES OF FIRST BANK |
KETCHIKAN AK |
| 131 |
| $22.9M |
| $4.3M |
