Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Small Cap Index Instl Mutual funds in their Schedule of Assets, totaling $46.9M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $15.1M |
| 2 | ACCOR MANAGEMENT US, INC. ACCOR 401(K) PLAN | — | 7,617 | $372.9M | $10.9M |
| 3 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN |
TAMPA FL |
| 9,939 |
| $504.7M |
| $10.4M |
| 4 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $8.1M |
| 5 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $2.1M |
| 6 | SMISLOVA, KEHNEMUI & ASSOCIATES, P.A. SMISLOVA, KEHNEMUI & ASSOCIATES, P.A. PROFIT SHARING TRUST | POTOMAC MD | 80 | $25.8M | $239K |