Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 152 U.S. retirement plans report holding Vanguard Small-Cap Index Admiral Fund - in their Schedule of Assets, totaling $139.1M 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 | ONESMILE, LLC ONESMILE 401(K) PLAN AND TRUST | COSTA MESA CA | 6,708 | $348.7M | $8.1M |
| 3 | ADVANCE TRADING, INC. ADVANCE TRADING, INC. 401(K) PLAN AND ESOP |
BLOOMINGTON IL |
| 78 |
| $98.3M |
| $5.4M |
| 4 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $5.2M |
| 5 | THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ASPCA 401(K) RETIREMENT PLAN | NEW YORK NY | 1,191 | $164.0M | $4.7M |
| 6 | RALLY CREDIT UNION RALLY CREDIT UNION DEFINED BENEFIT PLAN | CORPUS CHRISTI TX | 263 | $65.4M | $4.6M |
| 7 | DATADOG, INC. DATADOG 401(K) PLAN | NEW YORK NY | 3,948 | $300.8M | $4.5M |
| 8 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 | $118.6M | $4.5M |
| 9 | ORGILL, INC. ORGILL, INC. 401(K) PLAN | COLLIERVILLE TN | 6,070 | $275.3M | $4.1M |
| 10 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $3.9M |
