Form 5500 Search

TA Vanguard Small-cap Index RET OPT

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $8.6M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
70
Reported interest (EOY)
$8.6M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: TA Vanguard Small-cap Index RET OPT, TA Vanguard Small CAP Index RET OPT. Counts combine all variants of the same investment.

Plans holding TA Vanguard Small-cap Index RET OPTranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CEH AUTOMOTIVE CORP.
CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN
CHANDLER
AZ
155$18.1M$970K
2DELAWARE CLAIMS PROCESSING FACILITY, LLC.
DELAWARE CLAIMS PROCESSING FACILITY, LLC. 401K PLAN
WILMINGTON
DE
230$35.6M$553K
3COMMUNITY LIVING OPTIONS, INC.
NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN
GALESBURG
IL
2,802$30.2M$430K
4WILEY SANDERS TRUCK LINES, INC.
WILEY SANDERS TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN
TROY
AL
1,828$43.3M$410K
5AMERICAN READING COMPANY
AMERICAN READING COMPANY 401K RETIREMENT PLAN
BLUE BELL
PA
207$16.5M$390K
6AON RISK SERVICES OF PR, INC.
AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN
SAN JUAN
PR
65$9.7M$377K
7WOLVERINE POWER SUPPLY COOPERATIVE, INC.
WOLVERINE POWER SUPPLY COOPERATIVE, INC. NON UNION 401(K) PLAN
CADILLAC
MI
113$29.0M$365K
8KENNEDY AUTOMOTIVE GROUP, INC.
KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN
FEASTERVILLE
PA
324$36.9M$330K
9SAN JOSE SHARKS, LLC
SAN JOSE SHARKS 401(K) PLAN
SAN JOSE
CA
484$39.4M$325K
10CHECKALT-ERAS, LLC
CHECKALT-ERAS, LLC 401(K) PLAN
VALLEY COTTAGE
NY
204$5.7M$307K
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