Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Sm Cap Index Fd Adm Registered investment company in their Schedule of Assets, totaling $2.4M 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 | EDUCATIONAL EMPLOYEES CREDIT UNION EDUCATIONAL EMPLOYEES CREDIT UNION 401(K) PLAN | FRESNO CA | 567 | $91.3M | $1.6M |
| 2 | COOK SOLUTIONS GROUP COOK SOLUTIONS GROUP 401(K) PLAN | PORTLAND OR | 486 | $25.9M | $376K |
| 3 | FILANC FILANC 401(K) PLAN |
ESCONDIDO CA |
| 181 |
| $15.0M |
| $112K |
| 4 | AUCTION EDGE AUCTION EDGE INC 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 123 | $10.5M | $84K |
| 5 | THE QUARRY LANE SCHOOL, INC. THE QUARRY LANE SCHOOL, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 179 | $9.8M | $68K |
| 6 | PINNACLE LIVE LLC PINNACLE LIVE LLC 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,172 | $11.2M | $50K |
| 7 | EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY CA | 410 | $14.7M | $48K |
| 8 | STANLEY AUTOMOTIVE ENTERPRISES, INC. STANLEY AUTO GROUP 401(K) PLAN | DALLAS TX | 213 | $2.6M | $24K |
| 9 | PACKAGING MATTERS, LLC PACKAGING MATTERS, LLC 401(K) PLAN | SOUTH SAN FRANCISCO CA | 457 | $10.4M | $24K |
| 10 | A.I.S., INC. A.I.S. PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 201 | $5.3M | $21K |
