Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Small-Cap IDX Adm in their Schedule of Assets, totaling $535K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN | NEW KENSINGTON PA | 502 | $34.9M | $482K |
| 2 | CALVERT COUNTY DAY SCHOOL, INC THE CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 45 | $7.6M | $31K |
| 3 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN |
HUNTINGTOWN MD |
| 43 |
| $7.0M |
| $22K |
