Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Small Cap Index Admiral Shares Registered investment company in their Schedule of Assets, totaling $8.6M 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 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $3.6M |
| 2 | DERSE INC DERSE, INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 475 | $72.2M | $1.8M |
| 3 | 24 7.AI, INC. 247.AI, INC. 401(K) PLAN |
SAN JOSE CA |
| 97 |
| $35.3M |
| $1.4M |
| 4 | HAWKINS ASH CPAS, LLP HAWKINS ASH CPAS, LLP RETIREMENT PLAN | LA CROSSE WI | 215 | $34.1M | $1.2M |
| 5 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $453K |
| 6 | NICHOLAS H. NOYES MEMORIAL HOSPITAL NICHOLAS H. NOYES TAX SHELTERED SAVINGS PLAN | DANSVILLE NY | 566 | $35.6M | $120K |
