Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $11.9M 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 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $3.0M |
| 2 | PILOT CHEMICAL COMPANY PILOT CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 251 | $62.5M | $2.0M |
| 3 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY CFG SAVINGS & PROFIT SHARING PLAN |
BINGHAMTON NY |
| 181 |
| $76.4M |
| $1.8M |
| 4 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $1.7M |
| 5 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN | JACKSONVILLE FL | 794 | $122.3M | $1.5M |
| 6 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $860K |
| 7 | HARDINGE INC. HARDINGE INC. RETIREMENT PLAN | ELMIRA NY | 488 | $59.4M | $841K |
| 8 | TOPFLIGHT CORPORATION TOPFLIGHT CORPORATION DEFERRED SAVINGS PLAN | GLEN ROCK PA | 112 | $15.3M | $143K |
| 9 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $20K |
