Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vngrd 500 Index Fd As Mutual Fund N/A in their Schedule of Assets, totaling $1.0M 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 | CASTLE FAMILY HEALTH CENTERS, INC. CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN | ATWATER CA | 216 | $10.5M | $942K |
| 2 | PINION, LLC PINION, LLC 401(K) PLAN | SALINA KS | 607 | $125.6M | $40K |
| 3 | COPPER HILL INC. COPPER HILL INC. 401(K) PROFIT SHARING PLAN & TRUST |
LIVONIA MI |
| 214 |
| $6.2M |
| $35K |
