Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Small‐Cap Index Fund Pooled separate account in their Schedule of Assets, totaling $7.0M 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 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO CA | 181 | $40.2M | $2.0M |
| 2 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $1.3M |
| 3 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN |
AUSTIN TX |
| 208 |
| $24.8M |
| $594K |
| 4 | REDIS LABS INC. REDIS LABS INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $20.4M | $489K |
| 5 | AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON MA | 429 | $48.7M | $455K |
| 6 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $331K |
| 7 | HIGHLIGHT TECHNOLOGIES INC HIGHLIGHT TECHNOLOGIES INC 401(K) PLAN | FAIRFAX VA | 270 | $19.0M | $273K |
| 8 | TURN 2 AG, LLC DBA HONDA WORLD HONDA WORLD DOWNEY 401(K) PLAN | DOWNEY CA | 101 | $9.9M | $215K |
| 9 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $210K |
| 10 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN | SALINAS CA | 145 | $24.4M | $161K |
