Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Vanguard Small-Cap Index Institutional in their Schedule of Assets, totaling $65.6M 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 | THE LINCOLN ELECTRIC COMPANY THE LINCOLN ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN | CLEVELAND OH | 5,539 | $1.1B | $34.2M |
| 2 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $23.7M |
| 3 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 876 |
| $1.2B |
| $5.0M |
| 4 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $2.7M |