Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Sm Cap Index Adm Fund Registered investment company in their Schedule of Assets, totaling $3.3M 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 | MORLEY BUILDERS, INC. MORLEY BUILDERS EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 141 | $36.8M | $1.2M |
| 2 | FRERES LUMBER CO., INC. FRERES LUMBER CO., INC. SAVINGS AND PROFIT SHARING PLAN | LYONS OR | 499 | $28.0M | $724K |
| 3 | AJINOMOTO BIO-PHARMA SERVICES AJINOMOTO BIO-PHARMA SERVICES 401(K) PLAN |
SAN DIEGO CA |
| 480 |
| $43.0M |
| $715K |
| 4 | COMSTOCK HOLDING COMPANIES, INC. COMSTOCK HOLDING COMPANIES, INC. 401(K) PLAN | RESTON VA | 212 | $16.0M | $400K |
| 5 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $151K |
| 6 | ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK NY | 152 | $6.2M | $57K |
| 7 | SANDMAN, INC. DBA STAR CONCRETE STAR CONCRETE 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 172 | $16.7M | $55K |
