Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Energy Index in their Schedule of Assets, totaling $2.2M 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 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $1.1M |
| 2 | GARR TOOL COMPANY, INC. GARR TOOL CO., INC. EES' P/S SALARY REDUCTION 401(K) PLAN | ALMA MI | 120 | $49.7M | $1.1M |
