Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard Small-Cap Index Fund Registered investment company in their Schedule of Assets, totaling $207.1M 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 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $67.5M |
| 2 | CINCINNATI FINANCIAL CORPORATION CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN | FAIRFIELD OH | 5,564 | $1.3B | $34.3M |
| 3 | 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 |
| 4 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES WELFARE BENEFITS PLAN | DULUTH MN | 1,183 | $178.8M | $15.7M |
| 5 | 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 |
| 6 | AVANTOR FUNDING, INC. AVANTOR RETIREMENT SAVINGS 401(K) PLAN AND TRUST | RADNOR PA | 5,274 | $648.0M | $9.8M |
| 7 | ANDERSEN TAX LLC ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN | SAN FRANCISCO CA | 2,168 | $336.9M | $9.1M |
| 8 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $8.2M |
| 9 | MENDOCINO FOREST PRODUCTS CO., LLC, ET AL MENDO GROUP SAVINGS AND PROFIT SHARING PLAN | CALPELLA CA | 932 | $89.3M | $4.7M |
| 10 | BANNER HEALTH BANNER HEALTH EMPLOYEES 403(B) PLAN | PHOENIX AZ | 11,429 | $172.5M | $3.7M |
