Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small Cap Index Institutional Plus Fund in their Schedule of Assets, totaling $46.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $28.3M |
| 2 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 401(K) PLAN | LOUISVILLE KY | 1,912 | $508.1M | $12.2M |
| 3 | UNITED PARCEL SERVICE COMPANY |
LOUISVILLE KY |
| 1,911 |
| $617.7M |
| $5.8M |
