Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small Cap Index Fund Admiral Registered Investment Companies in their Schedule of Assets, totaling $7.7M 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 | NBBJ DESIGN NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | SEATTLE WA | 508 | $193.8M | $6.4M |
| 2 | AMANO USA HOLDINGS, INC. AMANO USA 401(K) RETIREMENT PLAN | TOTOWA NJ | 509 | $70.7M | $877K |
| 3 | HELIO HEALTH, INC. HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN |
SYRACUSE NY |
| 1,069 |
| $22.0M |
| $311K |
| 4 | GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 136 | $11.2M | $90K |
| 5 | THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL NY | 120 | $9.5M | $8K |
