Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Small-Cap Index Admiral Fund " in their Schedule of Assets, totaling $31.5M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $8.2M |
| 2 | RALLY CREDIT UNION RALLY CREDIT UNION DEFINED BENEFIT PLAN | CORPUS CHRISTI TX | 263 | $65.4M | $4.6M |
| 3 | HAGERTY INSURANCE AGENCY, LLC |
TRAVERSE CITY MI |
| 1,570 |
| $162.6M |
| $3.9M |
| 4 | MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. 401(K) PLAN & TRUST | EDINA MN | 176 | $70.8M | $2.1M |
| 5 | PHOENIX INFRASTRUCTURE LLC THE PHOENIX 401(K) SAVINGS PLAN | COPPELL TX | 495 | $84.4M | $2.1M |
| 6 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $2.1M |
| 7 | GLOBAL TUNGSTEN & POWDERS LLC GTP SAVINGS PLAN | TOWANDA PA | 459 | $98.9M | $1.5M |
| 8 | INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD NEW YORK BRANCH INDUSTRIAL & COMMERCIAL BANK OF CHINA NEW YORK BRANCH RETIREMENT PLAN | NEW YORK NY | 266 | $53.2M | $1.2M |
| 9 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $1.2M |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $721K |
