Vanguard Small-cap Index RET OPT
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $5.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
45
Reported interest (EOY)
$5.2M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Vanguard Small-cap Index RET OPT, Vanguard Small CAP Index RET OPT. Counts combine all variants of the same investment.
Plans holding Vanguard Small-cap Index RET OPTranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CERTEX USA, LLC CERTEX USA 401(K) PLAN | PHOENIX AZ | 240 | $24.8M | $717K |
| 2 | TRADITIONAL BANK, INC. TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | MT. STERLING KY | 269 | $46.3M | $459K |
| 3 | KRIEGEL HOLDING COMPANY, INC. KRIEGEL HOLDING COMPANY, INC. 401(K) PLAN | VAN WERT OH | 195 | $8.0M | $455K |
| 4 | DOCUFREE CORPORATION DOCUFREE CORPORATION 401(K) PLAN | ALPHARETTA GA | 387 | $6.2M | $359K |
| 5 | INTERNATIONAL AEROSPACE COATINGS, INC. INTERNATIONAL AEROSPACE COATINGS, INC. 401(K) PLAN | SPOKANE WA | 532 | $3.1M | $305K |
| 6 | PATEL, GREENE & ASSOCIATES, LLC PATEL, GREENE & ASSOCIATES, LLC 401(K) PLAN | TEMPLE TERRACE FL | 154 | $12.4M | $305K |
| 7 | ALBERTELLI LAW ALBERTELLI LAW 401(K) PLAN | TAMPA FL | 188 | $7.3M | $276K |
| 8 | SARAT FORD SALES, INC. SARAT FORD SALES, INC. 401(K) SAVING PLAN | AGAWAM MA | 93 | $13.1M | $259K |
| 9 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $242K |
| 10 | PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI OC AUTO TEAM 401K PLAN | TUSTIN CA | 206 | $8.5M | $222K |
See all 45 plans holding Vanguard Small-cap Index RET OPT
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