Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vngrd 500 Index Fd As Mutual Funds in their Schedule of Assets, totaling $6.8M 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 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $3.2M |
| 2 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $1.4M |
| 3 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 286 |
| $136.5M |
| $899K |
| 4 | ESTIS COMPRESSION, LLC ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KILGORE TX | 320 | $7.9M | $764K |
| 5 | MOORE INDUSTRIES-INTERNATIONAL, INC MOORE INDUSTRIES 401(K) SAVINGS PLAN | NORTH HILLS CA | 127 | $16.7M | $182K |
| 6 | THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 68 | $10.2M | $181K |
| 7 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BURLINGTON MA | 146 | $7.9M | $168K |
| 8 | MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON WI | 569 | $108.0M | $81K |
