Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 146 U.S. retirement plans report holding Vanguard Small Cap Index Admrl in their Schedule of Assets, totaling $65.5M 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 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $8.7M |
| 2 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $5.5M |
| 3 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN |
BELMONT NC |
| 2,902 |
| $240.3M |
| $5.4M |
| 4 | BOSTON PARTNERS GLOBAL INVESTORS, INC. BOSTON PARTNERS RETIREMENT SAVINGS PLAN | BOSTON MA | 187 | $144.3M | $4.6M |
| 5 | DAVIDS BRIDAL, INC. DAVID'S BRIDAL 401(K) RETIREMENT PLAN | CONSHOHOCKEN PA | 13,742 | $66.5M | $3.7M |
| 6 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $3.4M |
| 7 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $2.9M |
| 8 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.8M |
| 9 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $2.1M |
| 10 | CASTLIGHT HEALTH, INC. CASTLIGHT HEALTH INC 401K SAVINGS PLAN | SAN FRANCISCO CA | 443 | $41.4M | $1.9M |
