Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 426 U.S. retirement plans report holding Vanguard Small‐Cap Index Adm Mutual Fund in their Schedule of Assets, totaling $277.0M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $7.5M |
| 2 | TRADEWEB MARKETS LLC TRADEWEB MARKETS LLC 401(K) PLAN | NEW YORK NY | 1,016 | $331.9M | $7.4M |
| 3 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN |
FREDRICKTOWN OH |
| 2,431 |
| $236.0M |
| $5.8M |
| 4 | CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX AZ | 5,701 | $181.8M | $5.4M |
| 5 | AUDIOLOGY BENEFITS SERVICE, LLC AUDIOLOGY BENEFITS 401(K) PLAN | SOMERSET NJ | 3,104 | $216.3M | $5.3M |
| 6 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $4.6M |
| 7 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $4.5M |
| 8 | GALLOWAY, JOHNSON, TOMPKINS, BURR & SMITH GALLOWAY, JOHNSON, TOMPKINS, BURR & SMITH (A PLC) 401(K) PLAN | NEW ORLEANS LA | 274 | $35.2M | $4.0M |
| 9 | BPM LLP BPM PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 910 | $152.1M | $4.0M |
| 10 | PLAID ENTERPRISES, INC. PLAID ENTERPRISES, INC. 401(K) RET. SAV. PLAN | PEACHTREE CORNERS GA | 396 | $37.8M | $3.6M |
