Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 121 U.S. retirement plans report holding Small-Cap Index Fund in their Schedule of Assets, totaling $1.6B 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 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $1.2B |
| 2 | THE DOW CHEMICAL COMPANY THE DOW CHEMICAL COMPANY EMPLOYEES' SAVINGS PLAN | MIDLAND MI | 17,215 | $10.8B | $299.0M |
| 3 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES |
MALIBU CA |
| 1,047 |
| $334.7M |
| $4.4M |
| 4 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $3.7M |
| 5 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $2.8M |
| 6 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $2.6M |
| 7 | NEW-INDY CONTAINERBOARD LLC NEW-INDY CONTAINERBOARD LLC - MILL DIVISION 401K RETIREMENT SAVINGS PLAN | ONTARIO CA | 765 | $135.6M | $2.5M |
| 8 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $2.2M |
| 9 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $2.2M |
| 10 | ABG OPERATING, LLC AMERICAN BATH GROUP 401(K) PLAN | SAVANNAH TN | 4,778 | $124.1M | $1.9M |