Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Energy Index Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $520K |
| 2 | GARRETT ELECTRONICS, INC. GARRETT ELECTRONICS, INC. RETIREMENT SAVINGS PLAN | GARLAND TX | 196 | $20.1M | $435K |
| 3 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) |
CINCINNATI OH |
| 167 |
| $38.1M |
| $312K |
| 4 | THE EXPO GROUP, LLC THE EXPO GROUP, LLC EMPLOYER 401(K) PLAN | IRVING TX | 295 | $12.5M | $168K |
| 5 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $74K |
| 6 | DOMINO DATA LAB INC. DOMINO DATA LAB 401(K) PLAN | SAN FRANCISCO CA | 168 | $18.6M | $10K |
| 7 | GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. 403(B) PLAN | BRIDGEPORT CT | 949 | $2.8M | $1K |
