Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Sm Cap Index Adm Fund Mutual fund in their Schedule of Assets, totaling $14.9M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $3.5M |
| 2 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $1.3M |
| 3 | BOLDYN NETWORKS US OPERATIONS LLC BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN |
IRVINE CA |
| 425 |
| $50.6M |
| $1.3M |
| 4 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $1.1M |
| 5 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $916K |
| 6 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $899K |
| 7 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $787K |
| 8 | EMPRES HEALTHCARE, INC. EDEN HOME SERVICES 401(K) PLAN | VANCOUVER WA | 1,019 | $21.7M | $740K |
| 9 | HUBER + SUHNER NORTH AMERICA CORPORATION HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | CHARLOTTE NC | 174 | $43.8M | $622K |
| 10 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 525 | $69.6M | $501K |
