Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vangrd Sm-Cap Grw Index Fd Adm Registered investment company in their Schedule of Assets, totaling $12.5M 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 | AAA LIFE INSURANCE COMPANY AAA LIFE INSURANCE PENSION AND 401K PLAN | LIVONIA MI | 860 | $98.5M | $1.5M |
| 2 | H&M FASHION USA, INC. H&M HENNES & MAURITZ 401K PLAN | SECAUCUS NJ | 1,812 | $141.6M | $1.4M |
| 3 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN |
EAST LANSING MI |
| 489 |
| $54.2M |
| $1.3M |
| 4 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $892K |
| 5 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $874K |
| 6 | CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN | CANONSBURG PA | 118 | $20.5M | $862K |
| 7 | LEGEND PICTURES, LLC LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS | BURBANK CA | 158 | $19.7M | $699K |
| 8 | ARIZONA FINANCIAL CREDIT UNION ARIZONA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | PHOENIX AZ | 695 | $66.7M | $689K |
| 9 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $406K |
| 10 | LUXURY BRAND HOLDING, INC. LUXURY BRAND HOLDING, INC. 401K PLAN | CRANSTON RI | 228 | $21.3M | $400K |
