Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 381 U.S. retirement plans report holding Vanguard small cap index fund Mutual fund in their Schedule of Assets, totaling $1.1B 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 | CHRISTIANA CARE HEALTH SERVICES INC CHRISTIANA CARE 403(B) PLAN | WILMINGTON DE | 14,679 | $1.9B | $128.9M |
| 2 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $120.3M |
| 3 | PALO ALTO FOUNDATION MEDICAL GROUP, INC. |
MOUNTAIN VIEW CA |
| 2,064 |
| $2.3B |
| $78.2M |
| 4 | GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES CA | 2,800 | $1.5B | $58.4M |
| 5 | PIXAR PIXAR EMPLOYEE'S 401(K) RETIREMENT PLAN | EMERYVILLE CA | 1,123 | $634.2M | $40.7M |
| 6 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 32,577 | $1.6B | $37.2M |
| 7 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $30.5M |
| 8 | BLUE CROSS BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN | BIRMINGHAM AL | 4,358 | $880.4M | $26.2M |
| 9 | NV ENERGY, INC. NV ENERGY 401K PLAN | RENO NV | 2,727 | $1.1B | $21.6M |
| 10 | VS SERVICE COMPANY, LLC VICTORIA'S SECRET & CO. 401(K) SAVINGS AND RETIREMENT PLAN | REYNOLDSBURG OH | 15,828 | $894.9M | $19.1M |