Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small Cap Index Adm Fund Mutual funds in their Schedule of Assets, totaling $1.3M 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 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $812K |
| 2 | SANCTUARY WEALTH GROUP, LLC SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 143 | $19.9M | $406K |
| 3 | FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC RETIREMENT SAVINGS PLAN |
JACKSONVILLE FL |
| 97 |
| $7.9M |
| $57K |
