Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VANG SM CAP IDX INST REGISTERED INVESTMENT COMPANIES in their Schedule of Assets, totaling $23.6M 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 | NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C. MASTER TRUST | PORTLAND OR | — | $1.9B | $21.8M |
| 2 | ANESTHESIA SERVICE MEDICAL GROUP, INC. ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 272 | $390.8M | $1.8M |
