Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding VANG SM CAP IDX INST Registered Investment Company in their Schedule of Assets, totaling $68.7M 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 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA THE GUARDIAN MASTER INVESTMENT TRUST PLAN | NEW YORK NY | — | $2.2B | $53.8M |
| 2 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $5.9M |
| 3 | WILLIAM H. GATES III |
KIRKLAND WA |
| 163 |
| $92.2M |
| $4.3M |
| 4 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $2.3M |
| 5 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $1.9M |
| 6 | ALASKA COMMUNICATIONS SYSTEMS HOLDINGS, INC. ALASKA COMMUNICATIONS EMPLOYEE 401(K) SAVINGS PLAN FOR ALASKA | ANCHORAGE AK | 420 | $68.4M | $458K |
