Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small-Cap idx Inst Mutual Fund in their Schedule of Assets, totaling $7.4M 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 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $7.1M |
| 2 | AFFILIATED HEALTHCARE SYSTEMS AFFILIATED HEALTHCARE SYSTEMS RETIREMENT PARTNERSHIP 401(K) PLAN | BREWER ME | 331 | $32.3M | $248K |
| 3 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE |
CAMBRIDGE MA |
| 92 |
| $10.9M |
| $64K |
