Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Admiral Shares Mutual funds in their Schedule of Assets, totaling $14.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $2.9M |
| 2 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $2.3M |
| 3 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN |
ST. LOUIS PARK MN |
| 3,167 |
| $319.9M |
| $2.2M |
| 4 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $1.1M |
| 5 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $1.0M |
| 6 | TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO CA | 542 | $28.5M | $740K |
| 7 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $585K |
| 8 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $488K |
| 9 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $488K |
| 10 | CAPITAL PROPERTIES SERVICES, LLC CAPITAL PROPERTIES SERVICES, LLC 401(K) PLAN | NEW YORK NY | 218 | $19.6M | $414K |
