Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Vanguard Group Vanguard Sm. Cap Index Adm Fund in their Schedule of Assets, totaling $33.5M 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 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $4.7M |
| 2 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $3.0M |
| 3 | HEBREW HOME AT RIVERDALE RETIREMENT AND SAVINGS PLAN |
RIVERDALE NY |
| 1,386 |
| $104.5M |
| $2.2M |
| 4 | MEHERRIN AGRICULTURAL & CHEMICAL COMPANY MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | SEVERN NC | 1,816 | $57.8M | $1.9M |
| 5 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $1.8M |
| 6 | VERABANK, INC. VERABANK, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | HENDERSON TX | 524 | $88.7M | $1.5M |
| 7 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN | CHICAGO IL | 471 | $74.0M | $1.4M |
| 8 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $1.0M |
| 9 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $1.0M |
| 10 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) UNION NEGOTIATED PLAN | CINCINNATI OH | 463 | $22.4M | $1.0M |
