Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard small cap Index Admiral Mutual Fund N/A in their Schedule of Assets, totaling $20.4M 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 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $3.3M |
| 2 | FORUM COMMUNICATIONS COMPANY 401(K) FORUM COMMUNICATIONS COMPANY 401(K) PLAN | FARGO ND | 785 | $86.3M | $2.3M |
| 3 | MIDWEST VETERINARY SUPPLY, INC. |
LAKEVILLE MN |
| 893 |
| $63.3M |
| $1.7M |
| 4 | BELLEVUE UNIVERSITY BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE NE | 1,357 | $91.0M | $1.5M |
| 5 | DOWNTOWN EMERGENCY SERVICE CENTER DOWNTOWN EMERGENCY SERVICE CENTER 403(B) PLAN | SEATTLE WA | 1,033 | $19.0M | $1.5M |
| 6 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.3M |
| 7 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $1.1M |
| 8 | INLAND LABEL & MARKETING SERVICES, LLC INLAND LABEL & MARKETING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LA CROSSE WI | 369 | $53.5M | $979K |
| 9 | REDBUILT LLC REDBUILT 401(K) PLAN | BOISE ID | 443 | $28.5M | $889K |
| 10 | SKOGEN'S FOODLINER, INC. SKOGEN'S FOODLINER AND ASSOCIATES RETIREMENT SAVINGS PLAN | ONALASKA WI | 4,044 | $117.5M | $501K |
