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 Institutional Shares in their Schedule of Assets, totaling $77.6M 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 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $32.4M |
| 2 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $18.6M |
| 3 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN |
PROVIDENCE RI |
| 3,514 |
| $988.7M |
| $11.4M |
| 4 | FEDERAL HOME LOAN BANK OF ATLANTA FEDERAL HOME LOAN BANK OF ATLANTA 401(K) SAVINGS PLAN | ATLANTA GA | 348 | $156.7M | $8.2M |
| 5 | NOBLIS, INC. NOBLIS, INC. QUALIFIED RETIREMENT PLAN | RESTON VA | 2,536 | $246.1M | $6.9M |
