Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Energy Fund Admiral Shares in their Schedule of Assets, totaling $1.1M 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 | AMERICAN SECURITIES LLC AMERICAN SECURITIES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $84.0M | $432K |
| 2 | X-RAY ASSOCIATES OF NEW MEXICO, P.C. X-RAY ASSOCIATES OF NEW MEXICO, P. C. 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 274 | $76.8M | $359K |
| 3 | S. L. NUSBAUM REALTY CO. |
NORFOLK VA |
| 1,155 |
| $33.9M |
| $237K |
| 4 | SUNCREST HEALTH SERVICES LLC SUNCREST HEALTH SERVICES LLC 401(K) PLAN | SANDY UT | 741 | $22.9M | $57K |
| 5 | NEW JERSEY DEVILS, LLC PRUDENTIAL CENTER/NJ DEVILS 401(K) PLAN | NEWARK NJ | 225 | $36.2M | $41K |
| 6 | ITERATIVE SCOPES, INC. DBA ITERATIVE HEALTH ITERATIVE HEALTH 401(K) PLAN | CAMBRIDGE MA | 104 | $5.4M | $11K |
