Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Small Cap Stock Index Fund in their Schedule of Assets, totaling $64.2M 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 | JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND NJ | 1,746 | $599.4M | $50.4M |
| 2 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN | OMAHA NE | 6,050 | $1.0B | $11.1M |
| 3 | MUTUAL OF OMAHA INSURANCE COMPANY |
OMAHA NE |
| 305 |
| $515.9M |
| $1.7M |
| 4 | KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN | LA QUINTA CA | 47 | $11.5M | $416K |
| 5 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY 401(K) PLAN | DENVER CO | 73 | $12.7M | $413K |
| 6 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER CO | 1,112 | $15.5M | $118K |
| 7 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY -EAST 401(K) PLAN | DENVER CO | 904 | $7.6M | $50K |