Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Small-Cap Index Fund-ADM in their Schedule of Assets, totaling $64.9M 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 | PENTAGON FEDERAL CREDIT UNION PENTAGON FEDERAL CREDIT UNION THRIFT/SAVINGS PLAN | MCLEAN VA | 2,739 | $391.4M | $14.3M |
| 2 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $6.5M |
| 3 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN |
GREENVILLE SC |
| 2,566 |
| $113.3M |
| $3.9M |
| 4 | THYSSENKRUPP MATERIALS NA, INC. THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN | SOUTHFIELD MI | 4,032 | $387.9M | $3.9M |
| 5 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $3.9M |
| 6 | BULAB HOLDINGS, INC. BULAB PROFIT SHARING AND 401(K) PLAN | MEMPHIS TN | 453 | $184.7M | $3.9M |
| 7 | AAA LIFE INSURANCE COMPANY AAA LIFE INSURANCE PENSION AND 401K PLAN | LIVONIA MI | 860 | $98.5M | $2.8M |
| 8 | BOARD OF TRUSTEES U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND | CEDAR RAPIDS IA | 987 | $53.4M | $2.7M |
| 9 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $2.4M |
| 10 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $2.0M |
