Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Registered investment company in their Schedule of Assets, totaling $171.5M 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 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $67.5M |
| 2 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $21.7M |
| 3 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES WELFARE BENEFITS PLAN |
DULUTH MN |
| 1,183 |
| $178.8M |
| $15.7M |
| 4 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND | BLOOMINGTON MN | 476 | $231.4M | $11.0M |
| 5 | AVANTOR FUNDING, INC. AVANTOR RETIREMENT SAVINGS 401(K) PLAN AND TRUST | RADNOR PA | 5,274 | $648.0M | $9.8M |
| 6 | ANDERSEN TAX LLC ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN | SAN FRANCISCO CA | 2,168 | $336.9M | $9.1M |
| 7 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $8.2M |
| 8 | MENDOCINO FOREST PRODUCTS CO., LLC, ET AL MENDO GROUP SAVINGS AND PROFIT SHARING PLAN | CALPELLA CA | 932 | $89.3M | $4.7M |
| 9 | BANNER HEALTH BANNER HEALTH EMPLOYEES 403(B) PLAN | PHOENIX AZ | 11,429 | $172.5M | $3.7M |
| 10 | HABASIT AMERICA, INC. HABASIT HOLDING AMERICA, INC. 401K PLAN | SUWANEE GA | 550 | $57.2M | $3.1M |
