Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANG SM CAP IDX INST in their Schedule of Assets, totaling $61.7M 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 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $17.9M |
| 2 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $15.1M |
| 3 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST |
COLUMBUS OH |
| — |
| $220.1M |
| $10.9M |
| 4 | RUSH ENTERPRISES, INC. RUSH ENTERPRISES, INC. EMPLOYEE 401(K) PLAN | NEW BRAUNFELS TX | 7,268 | $548.3M | $9.6M |
| 5 | SIERRA SPACE CORPORATION SIERRA SPACE CORPORATION 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,666 | $293.0M | $8.2M |
