Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANG SMCP GR IDX ADM in their Schedule of Assets, totaling $2.4M 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 | PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS MN | 180 | $39.6M | $1.1M |
| 2 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $973K |
| 3 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
SYRACUSE NY |
| 125 |
| $28.4M |
| $225K |
| 4 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $101K |
| 5 | WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN | INDEPENDENCE WI | 169 | $11.4M | $20K |
