Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard* Small-Cap Index Fund Institutional Shares in their Schedule of Assets, totaling $535.0M 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 | KIRKLAND & ELLIS LLP KIRKLAND & ELLIS LLP DEFINED CONTRIBUTION 401(K) SAVINGS PLAN | CHICAGO IL | 5,880 | $2.7B | $92.7M |
| 2 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $50.0M |
| 3 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN |
NEW YORK NY |
| 1,342 |
| $719.2M |
| $35.5M |
| 4 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $32.4M |
| 5 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $26.3M |
| 6 | GENESIS ADMINISTRATIVE SERVICES LLC GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1 | KENNETT SQUARE PA | 18,042 | $981.4M | $25.3M |
| 7 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | MILWAUKEE WI | 6,097 | $1.4B | $20.6M |
| 8 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN | BOSTON MA | 749 | $376.8M | $19.2M |
| 9 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $18.6M |
| 10 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS 401(K) PLAN | NEWTOWN SQUARE PA | 9,598 | $947.5M | $18.4M |
