Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vangrd Small-Cap Index Fnd Adm Mutual fund in their Schedule of Assets, totaling $6.5M 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 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $753K |
| 2 | CNC SOFTWARE, LLC CNC SOFTWARE, LLC PROFIT SHARING PLAN | TOLLAND CT | 336 | $71.2M | $728K |
| 3 | ABS GRAPHICS, INC. ABS GRAPHICS, INC. 401(K) PLAN |
ITASCA IL |
| 109 |
| $11.6M |
| $640K |
| 4 | CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE NY | 633 | $32.7M | $572K |
| 5 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $552K |
| 6 | TOLUNA USA, INC TOLUNA USA, INC. 401K PLAN | NORWALK CT | 83 | $15.4M | $533K |
| 7 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $467K |
| 8 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $405K |
| 9 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $369K |
| 10 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $304K |
