Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Sm‐Cap Index InstP Registered Investment Company in their Schedule of Assets, totaling $342.8M 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 | DELOITTE LLP DELOITTE 401K PLAN | NEW YORK NY | 79,673 | $11.0B | $185.8M |
| 2 | DELOITTE LLP DELOITTE PROFIT SHARING PLAN | NEW YORK NY | 6,744 | $9.5B | $156.8M |
| 3 | DELOITTE LLP DELOITTE SAVINGS PLAN FOR PUERTO RICO | NEW YORK NY |
| 147 |
| $14.0M |
| $110K |
