Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small-Cap Idx Adm Mutual Fund n/a in their Schedule of Assets, totaling $3.3M 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 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $1.8M |
| 2 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $757K |
| 3 | THE MEADOWS SCHOOL |
LAS VEGAS NV |
| 183 |
| $34.5M |
| $399K |
| 4 | MONTANA STATE UNIVERSITY FOUNDATION, INC. MONTANA STATE UNIVERSITY FOUNDATION 403(B) DC PLAN | BOZEMAN MT | 72 | $18.3M | $315K |
