Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Admiral Shares in their Schedule of Assets, totaling $23.5M 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 | UNITED FARM FAMILY LIFE INSURANCE INDIANA FARM BUREAU COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 1,341 | $291.1M | $10.0M |
| 2 | TGS MANAGEMENT COMPANY, LLC TGS MANAGEMENT COMPANY LLC PROFIT SHARING PLAN | PRINCETON NJ | 147 | $103.1M | $6.2M |
| 3 | GRAVES GILBERT CLINIC PLLC |
BOWLING GREEN KY |
| 1,273 |
| $187.2M |
| $4.1M |
| 4 | FIDUCIARY TRUST COMPANY FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | BOSTON MA | 162 | $68.1M | $1.8M |
| 5 | DANSKO HOLDINGS, INC. DANSKO HOLDINGS, INC. RETIREMENT PLAN | WEST GROVE PA | 118 | $40.6M | $744K |
| 6 | RAIN THE GROWTH AGENCY RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN | PORTLAND OR | 230 | $46.3M | $342K |
| 7 | FORT MCDOWELL YAVAPAI NATION FORT MCDOWELL YAVAPAI NATION RETIREMENT PLAN | FOUNTAIN HILLS AZ | 1,188 | $66.1M | $178K |
| 8 | AGH ULTIMATE LLC AGH ULTIMATE LLC 401(K) PROFIT SHARING PLAN & TRUST | MENTOR OH | 401 | $8.7M | $119K |
