Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small Cap Index InstI Fund in their Schedule of Assets, totaling $1.5M 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 | JOHNSON CONTROLS DE PUERTO RICO INC. JOHNSON CONTROLS DE PUERTO RICO, INC. SAVINGS AND INVESTMENT PLAN | CAROLINA PR | 72 | $19.1M | $1.1M |
| 2 | AIR DISTRIBUTION TECHNOLOGIES, INC. AIR DISTRIBUTION TECHNOLOGIES, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | PLANTO TX | 2,920 | $122.9M | $444K |