Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Mutual Fund N/A in their Schedule of Assets, totaling $107.3M 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 | CONFLUENCE HEALTH CONFLUENCE HEALTH 401(K) PLAN | WENATCHEE WA | 3,651 | $697.1M | $40.3M |
| 2 | TRANSDIGM INC. TRANSDIGM INC. 401(K) PLAN | CLEVELAND OH | 9,035 | $1.5B | $40.1M |
| 3 | TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN |
IRVING TX |
| 937 |
| $222.8M |
| $8.4M |
| 4 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $4.7M |
| 5 | THALHIMER, INC. THALHIMER, INC. 401(K) PLAN | GLEN ALLEN VA | 389 | $49.9M | $2.0M |
| 6 | SWCA, INCORPORATED SWCA, INC. 401(K) PLAN | PHOENIX AZ | 1,644 | $78.1M | $1.7M |
| 7 | WESTERN ELECTRICITY COORDINATING COUNCIL WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN | SALT LAKE CITY UT | 169 | $43.8M | $1.6M |
| 8 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $1.5M |
| 9 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $1.2M |
| 10 | CLAAS OF AMERICA INC. CLAAS EMPLOYEES' SAVINGS PLAN | OMAHA NE | 365 | $52.9M | $1.2M |
