Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Small Cap Index in their Schedule of Assets, totaling $1.1B 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 | COMCAST CORPORATION COMCAST CORPORATION RETIREMENT - INVESTMENT PLAN | PHILADELPHIA PA | 86,443 | $19.7B | $423.3M |
| 2 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $305.8M |
| 3 | ALCON VISION, LLC ALCON MASTER TRUST |
FORT WORTH TX |
| — |
| $4.0B |
| $162.2M |
| 4 | ALCON VISION, LLC ALCON 401(K) SAVINGS PLAN | FORT WORTH TX | 9,631 | $2.9B | $119.9M |
| 5 | UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN | ORLANDO FL | 22,093 | $833.9M | $18.3M |
| 6 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN | LOS ANGELES CA | 30,812 | $723.3M | $13.7M |
| 7 | NORAMCO LLC NORAMCO, LLC SAVINGS PLAN | WILMINGTON DE | 389 | $66.0M | $1.8M |
| 8 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 10,693 | $237.0M | $1.7M |
| 9 | ALCON PUERTO RICO INC. ALCON PUERTO RICO SAVINGS AND RETIREMENT PLAN | FORT WORTH TX | 30 | $31.2M | $1.3M |
| 10 | MACELREE HARVEY, LTD. MACELREE, HARVEY, LTD. 401(K) PLAN | WEST CHESTER PA | 75 | $24.8M | $656K |
