Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vanguard 500 Index Inv in their Schedule of Assets, totaling $50.1M 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 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $28.8M |
| 2 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $6.2M |
| 3 | CAROLINA ASTHMA & ALLERGY CENTER, PA |
CHARLOTTE NC |
| 176 |
| $30.2M |
| $4.0M |
| 4 | MAPLE KNOLL COMMUNITIES, INC. MAPLE KNOLL COMMUNITIES, INC. 401(K) PLAN | CINCINNATI OH | 0 | $0 | $3.4M |
| 5 | FRAZIER INDUSTRIAL COMPANY FRAZIER INDUSTRIAL CO. SAVINGS AND INVESTMENT RETIREMENT PLAN | LONG VALLEY NJ | 675 | $40.6M | $3.4M |
| 6 | VENTURE GENERAL CONTRACTING, LLC VENTURE GENERAL CONTRACTING LLC 401K RETIREMENT PLAN | SEATTLE WA | 91 | $15.5M | $2.1M |
| 7 | DELANEY RADIOLOGISTS, P.A. DELANEY RADIOLOGISTS, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST | WILMINGTON NC | 132 | $55.7M | $1.3M |
| 8 | ENTECH CONSULTING, LLC ENTECH CONSULTING, LLC 401(K) PLAN | MALVERN PA | 94 | $5.2M | $551K |
| 9 | ALLIANCE MEDICAL CENTER INC. ALLIANCE MEDICAL CENTER 403(B) PLAN I | HEALDSBURG CA | 173 | $6.8M | $438K |
