Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Institutional Plus in their Schedule of Assets, totaling $264.1M 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 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN | HERSHEY PA | 11,915 | $2.1B | $114.6M |
| 2 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 401K RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 8,313 | $2.2B | $67.9M |
| 3 | GROUP HEALTH PLAN, INC. GROUP HEALTH PLAN, INC. 401(K) PLAN |
MINNEAPOLIS MN |
| 8,008 |
| $2.6B |
| $49.1M |
| 4 | REGIONS HOSPITAL REGIONS HOSPITAL RETIREMENT SAVINGS 401(K) PLAN | ST. PAUL MN | 6,312 | $602.0M | $8.0M |
| 5 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 403(B) RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 1,927 | $200.1M | $7.4M |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $7.3M |
| 7 | REGIONS HOSPITAL REGIONS HOSPITAL 403(B) PLAN | ST. PAUL MN | 2,441 | $188.5M | $5.6M |
| 8 | PRATUM CO-OP WAREHOUSE CO-OP 401(K) PLAN | SALEM OR | 187 | $17.4M | $2.4M |
| 9 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $964K |
| 10 | LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. LAKEVIEW HEALTH 401(K) PLAN | MINNEAPOLIS MN | 1,406 | $127.3M | $930K |
