Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Vanguard Small-Cap Index Fund Admiral in their Schedule of Assets, totaling $2.3M 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 | MARSHALL WACE NORTH AMERICA, LP MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST | NEW YORK NY | 191 | $56.0M | $1.9M |
| 2 | INTERCEPT INTERACTIVE INC. INTERCEPT INTERACTIVE RETIREMENT PLAN | NEW YORK NY | 166 | $26.2M | $321K |
| 3 | MONICA PERLMAN, MD, INC. |
LA JOLLA CA |
| 386 |
| $7.2M |
| $62K |
