Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Small-Cap Index Instl in their Schedule of Assets, totaling $222.3M 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 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $37.0M |
| 2 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $18.5M |
| 3 | MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. RETIREMENT PLAN | NEW YORK NY | 270 | $182.8M | $17.0M |
| 4 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $16.5M |
| 5 | IBEW LOCAL NO. 82 DEFINED CONTRIBUTION PLAN IBEW LOCAL NO. 82 DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 945 | $86.4M | $15.8M |
| 6 | BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN | NEW YORK NY | 89,128 | $2.3B | $15.4M |
| 7 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $11.4M |
| 8 | CITCO TECHNOLOGY MANAGEMENT, INC. CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 761 | $271.2M | $9.9M |
| 9 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $9.4M |
| 10 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $8.9M |
