Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Funds Small-Cap Index Fund in their Schedule of Assets, totaling $61.2M 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 | ADT LLC ADT SECURITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | BOCA RATON FL | 19,592 | $1.3B | $30.0M |
| 2 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $14.0M |
| 3 | JACK IN THE BOX INC. |
SAN DIEGO CA |
| 6,180 |
| $145.0M |
| $3.4M |
| 4 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $3.1M |
| 5 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $3.0M |
| 6 | ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE WI | 545 | $66.0M | $1.7M |
| 7 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $1.2M |
| 8 | EMHART GLASS MANUFACTURING, INC. EMHART GLASS RETIREMENT AND SAVINGS PLAN | HORSEHEADS NY | 180 | $57.1M | $1.1M |
| 9 | HEARTLAND TECHNOLOGY GROUP, INC. HEARTLAND TECHNOLOGY GROUP SAVINGS AND RETIREMENT PLAN | LITTLE CHUTE WI | 182 | $32.3M | $1.0M |
| 10 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS WI | 275 | $19.6M | $656K |
