Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vang Sm Cap Idx Adm Mutual Funds in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 7-ELEVEN, INC. 7-ELEVEN, INC. 401(K) PLAN | IRVING TX | 66,965 | $1.0B | $5.1M |
| 2 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $994K |
| 3 | THOMPSON CONSTRUCTION GROUP, INC. THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN |
SUMTER SC |
| 2,036 |
| $66.6M |
| $645K |
| 4 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $611K |
| 5 | SIGNTECH ELECTRICAL ADVERTISING INC SIGNTECH 401(K) PLAN | SAN DIEGO CA | 160 | $16.7M | $460K |
| 6 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $456K |
| 7 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $296K |
| 8 | CALLRAIL CALLRAIL 401(K) PLAN | ATLANTA GA | 277 | $24.2M | $239K |
| 9 | COLUMBIA PROPERTY TRUST, INC. COLUMBIA PROPERTY TRUST 401(K) PLAN | NEW YORK NY | 45 | $24.5M | $111K |
