Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Small-Cap Index Fund Adm Mutual Fund in their Schedule of Assets, totaling $11.9M 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 | VICTAULIC VICTAULIC SALARIED 401(K) PLAN | EASTON PA | 2,390 | $430.1M | $7.5M |
| 2 | JACKSON FAMILY ENTERPRISES INC. JACKSON FAMILY ENTERPRISES 401(K) PLAN | SANTA ROSA CA | 1,859 | $228.9M | $2.4M |
| 3 | ELEMENT VEHICLE MANAGEMENT SERVICES GROUP, LLC ELEMENT VEHICLE MANAGEMENT SERVICES GROUP, LLC 401(K) PLAN |
SPARKS MD |
| 1,492 |
| $156.9M |
| $2.0M |
| 4 | VICTAULIC VICTAULIC BARGAINING UNIT 401(K) PLAN | EASTON PA | 579 | $15.3M | $36K |