Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares in their Schedule of Assets, totaling $8.7M 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 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $2.4M |
| 2 | SOUTHERN ILLINOIS HEALTHCARE FOUNDATION, INC. DBA SIHF HEALTHCARE SIHF HEALTHCARE SAVINGS AND INVESTMENT PLAN | CENTREVILLE IL | 1,020 | $70.5M | $2.3M |
| 3 | LAKE FOREST ACADEMY |
LAKE FOREST IL |
| 164 |
| $43.8M |
| $924K |
| 4 | HOPEWEST HOPEWEST 403(B) PLAN | GRAND JUNCTION CO | 442 | $21.3M | $763K |
| 5 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 108 | $16.5M | $749K |
| 6 | DTLR, INC. DTLR, INC. 401(K) PROFIT SHARING PLAN | HANOVER MD | 3,394 | $14.6M | $422K |
| 7 | SKYWAY UNDERWRITERS, LLC AMERICAN COASTAL 401K PLAN | ST. PETERSBURG FL | 79 | $24.5M | $381K |
| 8 | UNITED INSURANCE MANAGEMENT, LC UNITED INSURANCE MANAGEMENT, LC 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 70 | $22.2M | $319K |
| 9 | CANO HEALTH, LLC CANO HEALTH 401(K) PLAN | MIAMI FL | 2,131 | $23.6M | $303K |
| 10 | GEORGIA PAIN AND WELLNESS CENTER, LLC GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN | LAWRENCEVILLE GA | 406 | $5.1M | $116K |
