Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small-Cap Fund Mutual Fund in their Schedule of Assets, totaling $3.8M 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 | SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA OH | 765 | $106.6M | $1.4M |
| 2 | PEDIATRIC ASSOCIATES, INC. PS PEDIATRIC ASSOCIATES, INC. P.S. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 333 | $69.5M | $1.1M |
| 3 | LYONS MAGNUS, LLC |
FRESNO CA |
| 898 |
| $54.0M |
| $1.0M |
| 4 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN | MARYSVILLE WA | 515 | $20.0M | $274K |
