Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vangrd Small-Cap Index Fnd Adm Shares of registered investment companies in their Schedule of Assets, totaling $149K 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 | OPENSESAME, INC. OPENSESAME 401K PLAN | AUSTIN TX | 217 | $20.7M | $123K |
| 2 | COWLITZ FAMILY HEALTH CENTER COWLITZ FAMILY HEALTH CENTER 403(B) PLAN | LONGVIEW WA | 192 | $7.9M | $26K |
