Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Extended Mkt Idx Adm Mutual Funds in their Schedule of Assets, totaling $13.4M 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 | THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE CT | 386 | $183.9M | $6.8M |
| 2 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON MA | 502 | $121.6M | $3.9M |
| 3 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN |
FARMINGTON CT |
| 205 |
| $57.8M |
| $1.9M |
| 4 | ST. PAUL ACADEMY AND SUMMIT SCHOOL ST. PAUL ACADEMY AND SUMMIT SCHOOL 403(B) DC PLAN | ST. PAUL MN | 457 | $61.4M | $724K |
| 5 | VIRGINIA TECH FOUNDATION, INC. VIRGINIA TECH FOUNDATION 403(B) PLAN | BLACKSBURG VA | 76 | $22.5M | $121K |