Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Small-Cap Idx Adm in their Schedule of Assets, totaling $14.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE IN | 892 | $193.2M | $4.7M |
| 2 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $1.3M |
| 3 | WXXI PUBLIC BROADCASTING COUNCIL |
ROCHESTER NY |
| 95 |
| $25.4M |
| $1.2M |
| 4 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $1.0M |
| 5 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTERTOWN MD | 519 | $103.7M | $992K |
| 6 | ABRAHAM JOSHUA HESCHEL SCHOOL ABRAHAM JOSHUA HESCHEL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 282 | $82.8M | $951K |
| 7 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $842K |
| 8 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN | CAMBRIDGE MA | 316 | $55.5M | $663K |
| 9 | FRANCIS PARKER SCHOOL FRANCIS PARKER SCHOOL 403(B) PLAN | SAN DIEGO CA | 282 | $54.0M | $511K |
| 10 | WESTMINSTER CANTERBURY OF THE BLUE RIDGE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 403(B) PLAN | CHARLOTTESVILLE VA | 294 | $16.5M | $444K |
