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 Instl Mutual fund N/A in their Schedule of Assets, totaling $30.2M 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 | R.D. OFFUTT COMPANY OFFUTT COMPANIES 401(K) SAVINGS PLAN | FARGO ND | 5,284 | $592.0M | $14.4M |
| 2 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $7.6M |
| 3 | HAMMEL, GREEN AND ABRAHAMSON, INC. HGA 401K SAVINGS PLAN |
MINNEAPOLIS MN |
| 1,080 |
| $259.8M |
| $7.6M |
| 4 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $382K |
| 5 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $198K |
