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 Institutional Shares in their Schedule of Assets, totaling $31.1M 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 | ELLIOTT COMPANY ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN | JEANNETTE PA | 1,347 | $395.9M | $12.3M |
| 2 | HAMPTON RESOURCES, INC. HAMPTON LUMBER RETIREMENT PLAN | PORTLAND OR | 1,327 | $313.9M | $10.7M |
| 3 | ICONECTIV, LLC ICONECTIV 401(K) PLAN |
| 408 |
| $239.2M |
| $8.1M |
