Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vang Smcp Gr Idx Adm Mutual Fund in their Schedule of Assets, totaling $13.6M 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 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $6.5M |
| 2 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $2.6M |
| 3 | FIRSTLIGHT FIBER, INC. FIRSTLIGHT FIBER, INC. 401K PLAN |
ALBANY NY |
| 494 |
| $73.1M |
| $2.4M |
| 4 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $905K |
| 5 | KALMBACH FEEDS, INC. KALMBACH FEEDS, INC. 401(K) PLAN | UPPER SANDUSKY OH | 871 | $59.4M | $490K |
| 6 | GLANDER INTERNATIONAL BUNKERING, INC. USTC RETIREMENT PLAN | PALM BEACH GARDENS FL | 96 | $20.0M | $261K |
| 7 | FONTAINEBLEAU DEVELOPMENT LLC FONTAINEBLEAU FLORIDA HOTEL 401(K) PLAN | MIAMI BEACH FL | 882 | $29.2M | $166K |
| 8 | OZARK TRUCKING INC. OZARK TRUCKING, INC. 401(K) PLAN & TRUST | MCCLELLAN CA | 95 | $18.9M | $159K |
| 9 | SEALY AND COMPANY LLC SEALY AND COMPANY LLC 401(K) RETIREMENT PLAN | SHREVEPORT LA | 130 | $14.0M | $98K |
| 10 | STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 599 | $27.3M | $41K |
