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 N/R in their Schedule of Assets, totaling $16.0M 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 | GANNON UNIVERSITY GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN | ERIE PA | 1,032 | $175.3M | $7.4M |
| 2 | ENERCON INDUSTRIES, INC. ENERCON INDUSTRIES, INC. 401(K) SAVINGS PLAN | GERMANTOWN WI | 138 | $26.1M | $4.6M |
| 3 | ANDERSON DAHLEN, INC. ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN |
RAMSEY MN |
| 0 |
| $0 |
| $1.6M |
| 4 | UPPER IOWA UNIVERSITY UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN | FAYETTE IA | 453 | $48.8M | $1.6M |
| 5 | COMMERCIAL BANK & TRUST OF PA COMMERCIAL BANK & TRUST OF PA EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | LATROBE PA | 78 | $18.0M | $438K |
| 6 | REMKE MARKETS, INC. REMKE MARKETS, INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | FINDLAY OH | 699 | $9.8M | $179K |
| 7 | THE GUIDANCE CENTER THE GUIDANCE CENTER 401(K) PLAN | BRADFORD PA | 145 | $15.1M | $69K |
| 8 | BOTKEEPER BOTKEEPER 401(K) PLAN | SAINT PETERSBURG FL | 38 | $3.8M | $66K |
| 9 | PHDATA INC PHDATA 401(K) PLAN | MINNEAPOLIS MN | 313 | $27.4M | $57K |
