Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Admiral Mutual Fund N/A N/A N/A N/A in their Schedule of Assets, totaling $3.9M 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 | TRINITY PARTNERS, LLC TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | WALTHAM MA | 654 | $79.7M | $2.9M |
| 2 | THE BARTLEY CORPORATION THE BARTLEY CORPORATION SAVINGS PLAN | ASHTON MD | 157 | $10.2M | $1.1M |