Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small-Cap Index Institutional Fund Mutual Fund in their Schedule of Assets, totaling $63.4M 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 | TETRA TECH, INC. TETRA TECH, INC. AND SUBSIDIARIES RETIREMENT PLAN | PASADENA CA | 12,307 | $2.0B | $25.4M |
| 2 | MITSUBISHI ELECTRIC US, INC. MITSUBISHI ELECTRIC U.S. COMPANIES' RETIREMENT PLAN | CYPRESS CA | 3,786 | $860.3M | $18.2M |
| 3 | JJ KELLER & ASSOCIATES, INC. |
NEENAH WI |
| 1,681 |
| $127.2M |
| $8.1M |
| 4 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $6.0M |
| 5 | GELLER & COMPANY LLC GELLER & COMPANY LLC 401(K) PLAN | NEW YORK NY | 245 | $112.7M | $5.8M |
