Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Extended Mkt Idx Adm Mutual fund in their Schedule of Assets, totaling $33.7M 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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $24.2M |
| 2 | MACALESTER COLLEGE MACALESTER COLLEGE 403(B) RETIREMENT PLAN | SAINT PAUL MN | 696 | $273.1M | $5.5M |
| 3 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN |
SHORELINE WA |
| 122 |
| $31.2M |
| $969K |
| 4 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $870K |
| 5 | AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 215 | $73.8M | $786K |
| 6 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $617K |
| 7 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $351K |
| 8 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $351K |
