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 Registered investment company in their Schedule of Assets, totaling $98.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $70.0M |
| 2 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN | HUNTSVILLE AL | 1,143 | $167.6M | $17.3M |
| 3 | BI-MART CORPORATION BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN |
EUGENE OR |
| 2,446 |
| $107.0M |
| $8.5M |
| 4 | SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN | COSTA MESA CA | 1,711 | $235.3M | $1.6M |
| 5 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $645K |
| 6 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $447K |
