Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small Cap Ind Inst Plus Mutual fund, dividends/interest reinvested N/A in their Schedule of Assets, totaling $2.4M 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 | MOUNTAIN VIEW CO-OP CO-OP 401 (K) PLAN | BLACK EAGLE MT | 218 | $11.9M | $1.4M |
| 2 | LAKES AREA COOPERATIVE CO-OP 401(K) PLAN | PERHAM MN | 170 | $8.3M | $990K |
