Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Small Cap I Mutual fund ‐ in their Schedule of Assets, totaling $14.2M 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 | SUBSEA 7 (US) LLC SUBSEA 7 401(K) RETIREMENT PLAN | HOUSTON TX | 655 | $153.4M | $3.6M |
| 2 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUE HORIZONS POOLED EMPLOYER PLAN | PITTSBURGH PA | 806 | $29.6M | $1.7M |
| 3 | SYMMETRY ENERGY SOLUTIONS, LLC SYMMETRY ENERGY SOLUTIONS, LLC 401(K) PLAN |
HOUSTON TX |
| 236 |
| $42.8M |
| $1.6M |
| 4 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $1.5M |
| 5 | KFI ENGINEERS, PC KFI ENGINEERS 401(K) PLAN | ST. PAUL MN | 273 | $35.3M | $1.4M |
| 6 | YACHIYO OF AMERICA, INC. YACHIYO 401(K) RETIREMENT PLAN | COLUMBUS OH | 789 | $28.4M | $1.3M |
| 7 | GRYPHON ADVISORS, LLC GRYPHON INVESTORS 401K RETIREMENT PLAN | SAN FRANCISCO CA | 145 | $34.7M | $640K |
| 8 | FUTURE US INC FUTURE US 401K PLAN | NEW YORK NY | 711 | $65.7M | $485K |
| 9 | BERNARD ZELL ANSHE EMET DAY SCHOOL BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN | CHICAGO IL | 128 | $26.7M | $476K |
| 10 | SEARS CONTRACT, INC. SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 163 | $9.3M | $429K |
