Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Sm Cap Index Fd Adm Mutual funds in their Schedule of Assets, totaling $11.5M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $6.0M |
| 2 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $4.2M |
| 3 | CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA |
OAKLAND CA |
| 24,741 |
| $3.3B |
| $1.2M |
| 4 | DAKO RESOURCES LLC DAKO RESOURCES LLC 401(K) PROFIT SHARING PLAN & TRUST | TROY MI | 826 | $20.9M | $89K |
| 5 | MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 99 | $14.7M | $27K |