Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Small Cap Index Adm in their Schedule of Assets, totaling $3.4M 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 | M-L HOLDINGS COMPANY M-L HOLDINGS COMPANY RETIREMENT SAVINGS PLAN | DENVER CO | 562 | $47.2M | $1.9M |
| 2 | MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART 403(B) PLAN | LOS ANGELES CA | 464 | $30.1M | $1.0M |
| 3 | MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART |
LOS ANGELES CA |
| 331 |
| $13.3M |
| $281K |
| 4 | NKSFB, LLC NKSFB, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 666 | $101.7M | $91K |
| 5 | LAKE ERIE CONSTRUCTION CO. NORTHERN OHIO PROFIT SHARING PLAN | NORWALK OH | 168 | $44.6M | $68K |