Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Small-Cap Index Fund Mutual fund in their Schedule of Assets, totaling $20.6M 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 | MOSS ADAMS LLP 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES | SEATTLE WA | 3,963 | $633.5M | $10.7M |
| 2 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $5.4M |
| 3 | VISKASE COMPANIES, INC. |
LOMBARD IL |
| 541 |
| $72.1M |
| $750K |
| 4 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $729K |
| 5 | DOSTER CONSTRUCTION CO., INC. DOSTER CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 267 | $26.1M | $503K |
| 6 | MAIN STREET CHECKS, INC. MAIN STREET 401(K) PLAN | BIRMINGHAM AL | 146 | $6.9M | $480K |
| 7 | PAR 4 PLASTICS, INC. PAR 4 PLASTICS, INC. 401K PROFIT SHARING PLAN AND TRUST | MARION KY | 146 | $5.8M | $348K |
| 8 | ITINERIS NA, INC. ITINERIS NA, INC. 401(K) P/S PLAN | ATLANTA GA | 122 | $10.9M | $294K |
| 9 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $195K |
| 10 | PROTERRA POWERED LLC PROTERRA POWERED LLC 401(K) PLAN | BURLINGAME CA | 453 | $18.1M | $170K |
