Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANGUARD SMALL CAP INDEX ADMIRAL SH Registered investment company in their Schedule of Assets, totaling $7.4M 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 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $4.7M |
| 2 | D'AMATO CONVERSANO, INC., P.C. DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 299 | $45.9M | $2.0M |
| 3 | JEWISH FAMILY AND CHILDREN'S SERVICES |
SAN FRANCISCO CA |
| 677 |
| $34.9M |
| $644K |
| 4 | UMBRA LAB, INC. UMBRA LAB, INC. RETIREMENT TRUST | SANTA BARBARA CA | 147 | $7.4M | $110K |
