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 * in their Schedule of Assets, totaling $52.4M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $36.9M |
| 2 | SOUTH LOUISIANA MEDICAL ASSOCIATES SLMA RETIREMENT SAVINGS PLAN | HOUMA LA | 182 | $96.3M | $3.9M |
| 3 | THIELSCH ENGINEERING, INC. |
CRANSTON RI |
| 622 |
| $65.2M |
| $3.7M |
| 4 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $3.0M |
| 5 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $1.7M |
| 6 | LICKING MEMORIAL HEALTH SYSTEMS LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN | NEWARK OH | 2,475 | $159.8M | $1.6M |
| 7 | SPILMAN THOMAS & BATTLE, PLLC SPILMAN THOMAS & BATTLE 401(K) PLAN | CHARLESTON WV | 167 | $71.4M | $738K |
| 8 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $532K |
| 9 | TANKSTAR USA, INC. TANKSTAR USA, INC. PROFIT SHARING AND EMPLOYEE'S SAVINGS PLAN | MILWAUKEE WI | 245 | $19.5M | $287K |
