Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Small-Cap Index Institutional Plus Mutual Fund (1) in their Schedule of Assets, totaling $53.5M 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 | TRUSTEES OF THE UNIVERSITY OF PA UNIVERSITY OF PENNSYLVANIA BASIC PLAN | PHILADELPHIA PA | 22,596 | $2.0B | $53.5M |
