Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Sm Cap Index Fd Adm Mutual fund in their Schedule of Assets, totaling $26.1M 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 | FOND DU LAC REGIONAL CLINIC, S.C. FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN | FOND DU LAC WI | 95 | $124.8M | $8.2M |
| 2 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $4.5M |
| 3 | PROVIDENT BANK LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST |
ISELIN NJ |
| 637 |
| $107.5M |
| $3.4M |
| 4 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $3.2M |
| 5 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $1.8M |
| 6 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $1.4M |
| 7 | BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 311 | $25.6M | $683K |
| 8 | BOARD OF TRUSTEES, NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND | OAKLAND CA | 4,311 | $215.4M | $606K |
| 9 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $538K |
| 10 | ARTHUR H. THOMAS COMPANY ARTHUR H.THOMAS SAVINGS & INVESTMENT PLAN | CHADDS FORD PA | 348 | $37.9M | $445K |
