Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Energy Index Fund Admiral Shares N/R in their Schedule of Assets, totaling $2.8M 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 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $1.7M |
| 2 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN | BOSTON MA | 343 | $76.1M | $1.0M |
| 3 | SPRING CARE, INC. SPRING CARE, INC. 401(K) PLAN | NEW YORK NY |
| 1,070 |
| $30.1M |
| $58K |
