Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small Cap I Fund in their Schedule of Assets, totaling $4.0M 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 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $1.7M |
| 2 | SEYFARTH SHAW LLP SEYFARTH SHAW LLP MARKET-BASED PENSION PLAN | CHICAGO IL | 207 | $76.8M | $1.3M |
| 3 | THE BOARD OF TRUSTEES OF THE IBEW LOCAL 968 PENSION FUND IBEW LOCAL 968 PENSION FUND |
PARKERSBURG WV |
| 355 |
| $73.2M |
| $1.1M |