Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Small-cap Index Adm Pooled Separate Account in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARKINS ADMINISTRATIVE SERVICES HARKINS ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 1,449 | $48.9M | $3.2M |
| 2 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $1.0M |
| 3 | SOUTHWEST HEALTH SYSTEM INC. |
CORTEZ CO |
| 463 |
| $24.3M |
| $747K |
| 4 | US HEALTHCONNECT, INC. US HEALTHCONNECT, INC. 401(K) PLAN | FT WASHINGTON PA | 305 | $26.2M | $721K |
| 5 | MONTROSE MEMORIAL HOSPITAL, INC. MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN | MONTROSE CO | 810 | $40.1M | $704K |
| 6 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $575K |
| 7 | IDAHO MILK PRODUCTS, INC IDAHO MILK PRODUCTS, INC 401(K) PLAN | JEROME ID | 234 | $14.5M | $405K |
| 8 | FIRST HARRISON BANK FIRST HARRISON BANK 401K AND PROFIT SHARING PLAN | CORYDON IN | 191 | $27.4M | $384K |
| 9 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $288K |
| 10 | IOSTUDIO, LLC IOSTUDIO, LLC 401(K) PLAN | NASHVILLE TN | 66 | $6.3M | $238K |
