Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Small-Cap Index Fund in their Schedule of Assets, totaling $1.5B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | ABG OPERATING, LLC AMERICAN BATH GROUP 401(K) PLAN |
SAVANNAH TN |
| 4,778 |
| $124.1M |
| $1.9M |
| 4 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $1.2M |
| 5 | EXPRESS MANUFACTURING, INC. EXPRESS MANUFACTURING, INC. 401(K) PLAN | SANTA ANA CA | 748 | $19.0M | $1.1M |
| 6 | VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST | BREA CA | 267 | $46.8M | $1.0M |
| 7 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $737K |
| 8 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $685K |
| 9 | MOSS HOLDING COMPANY MOSS HOLDING COMPANY 401(K) PLAN | FRANKLIN PARK IL | 226 | $14.5M | $615K |
| 10 | TRICENTIS USA CORP. TRICENTIS USA EMPLOYEE SAVINGS PLAN | ATLANTA GA | 542 | $39.5M | $547K |
