Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Small-Cap Index Fund in their Schedule of Assets, totaling $15.3M 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 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $7.4M |
| 2 | ERLANGER HEALTH SYSTEM ERLANGER HEALTH 403(B) RETIREMENT SAVINGS PLAN | CHATTANOOGA TN | 7,274 | $237.0M | $3.2M |
| 3 | SBM OFFSHORE USA, INC. |
HOUSTON TX |
| 29 |
| $88.0M |
| $1.8M |
| 4 | MURPHY MEDICAL CENTER, INC. ERLANGER HEALTH NOT FOR PROFIT 403(B) RETIREMENT SAVINGS PLAN | MURPHY NC | 755 | $24.7M | $1.4M |
| 5 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $960K |
| 6 | OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 117 | $53.5M | $368K |
| 7 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $139K |
