Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Sm CP IDX ADM in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $2.5M |
| 2 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $1.5M |
| 3 | HOLY TRINITY EPISCOPAL ACADEMY |
MELBOURNE FL |
| 171 |
| $14.1M |
| $710K |
