Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Energy Index Fund Admiral Shares # in their Schedule of Assets, totaling $1.4M 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 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $401K |
| 2 | WELOCALIZE, INC. WELOCALIZE, INC. 401(K) PLAN | NEW YORK NY | 992 | $39.5M | $400K |
| 3 | STEP2 DISCOVERY LLC STEP2 DISCOVERY LLC 401K PLAN |
PITTSBURG KS |
| 220 |
| $11.6M |
| $166K |
| 4 | PROSPECT CAPITAL MANAGEMENT, LP PROSPECT CAPITAL MANAGEMENT, LP PROFIT SHARING PLAN AND TRUST | WEST PALM BCH FL | 129 | $38.5M | $152K |
| 5 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $104K |
| 6 | MOBIS-ALABAMA, LLC MOBIS-ALABAMA 401(K) PLAN | MONTGOMERY AL | 1,964 | $57.9M | $77K |
| 7 | KUMHO TIRE GEORGIA KUMHO TIRE GEORGIA, INC. 401 (K) PLAN | MACON GA | 463 | $7.3M | $38K |
| 8 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $22K |
| 9 | VENDASTA USA INC. VENDASTA USA INC. 401(K) PLAN | SAN FRANCISCO CA | 74 | $12.6M | $9K |
| 10 | ALLY MEDICAL MANAGEMENT, LLC ALLY MEDICAL RETIREMENT PLAN | AUSTIN TX | 358 | $2.8M | $6K |
