Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Vanguard Energy Index- Admiral Class in their Schedule of Assets, totaling $60K 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 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $60K |
