Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANG SM CAP IDX ADM Mutual fund N/A in their Schedule of Assets, totaling $4.7M 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 | OGDEN CLINIC PROFESSIONAL CORPORATION OGDEN CLINIC SAVINGS AND PROFIT SHARING PLAN | SOUTH OGDEN UT | 1,478 | $137.1M | $3.3M |
| 2 | CRICUT, INC. CRICUT, INC. 401(K) RETIREMENT PLAN | SOUTH JORDAN UT | 501 | $53.4M | $1.1M |
| 3 | PARADISE VALLEY COUNTRY CLUB, INC. PARADISE VALLEY COUNTRY CLUB 401(K) PLAN |
PARADISE VALLEY AZ |
| 313 |
| $11.2M |
| $140K |
| 4 | UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY AMERICAN PREPARATORY ACADEMY 401(K) PLAN | DRAPER UT | 361 | $16.5M | $95K |
