Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Mutual funds in their Schedule of Assets, totaling $219.1M 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 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $65.3M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $60.8M |
| 3 | UNIVERSITY OF SOUTHERN CALIFORNIA |
LOS ANGELES CA |
| 21,620 |
| $5.0B |
| $60.0M |
| 4 | TESSENDERLO KERLEY, INC. TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST | PHOENIX AZ | 459 | $96.4M | $3.7M |
| 5 | ISLAND EMPLOYMENT SERVICES, LLC ISLAND EMPLOYMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 302 | $120.8M | $3.6M |
| 6 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $2.8M |
| 7 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $2.0M |
| 8 | AMERICAN BEVERAGE MARKETERS AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN | NEW ALBANY IN | 178 | $36.4M | $1.9M |
| 9 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $1.8M |
| 10 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $1.8M |
