Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Vanguard Energy Fund - in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | BROOKFIELD WI | 146 | $37.8M | $295K |
| 2 | ACORN ENGINEERING COMPANY, INC. ACORN ENGINEERING COMPANY, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 669 | $34.3M | $275K |
| 3 | COMMIT ENTERPRISES, INC. |
NORTH CHARLESTON SC |
| 143 |
| $15.5M |
| $127K |
| 4 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $92K |
| 5 | THE CHAIR KING, INC. THE CHAIR KING, INC. 401(K) PLAN | HOUSTON TX | 148 | $5.6M | $75K |
| 6 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $68K |
| 7 | AMERICAN COMMUNICATIONS SOLUTIONS, LLC AMERICAN COMMUNICATIONS SOLUTIONS, LLC 401(K) PLAN | FAIRFAX STATION VA | 227 | $7.3M | $63K |
| 8 | CENTRAL FLORIDA PULMONARY GROUP, P.A. 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA | ORLANDO FL | 101 | $19.8M | $61K |
| 9 | FURNITURE CONCEPTS, LLC FURNITURE CONCEPTS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 114 | $4.1M | $53K |
| 10 | HEXARMOR, LIMITED PARTNERSHIP HEXARMOR 401K PLAN | GRAND RAPIDS MI | 202 | $14.4M | $36K |
