Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard S&P Small Cap 600 Index in their Schedule of Assets, totaling $73.9M 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 | JACKSON NATIONAL LIFE INSURANCE COMPANY JACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLAN | LANSING MI | 3,980 | $1.4B | $62.2M |
| 2 | EDISON ELECTRIC INSTITUTE RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE | WASHINGTON DC | 36 | $129.5M | $7.8M |
| 3 | BOND, SCHOENECK & KING, PLLC |
SYRACUSE NY |
| 166 |
| $113.6M |
| $3.9M |
