Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Small-Cap Index Inv Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | TATA CHEMICALS SODA ASH PARTNERS LLC TATA CHEMICALS SODA ASH PARTNERS LLC SALARIED EMPLOYEES' SAVINGS PLAN | SANDY UT | 205 | $34.9M | $685K |
| 2 | TATA CHEMICALS SODA ASH PARTNERS LLC TATA CHEMICALS SODA ASH PARTNERS LLC HOURLY EMPLOYEES' SAVINGS PLAN | SANDY UT | 408 | $40.3M | $628K |
| 3 | VENTURE GENERAL CONTRACTING, LLC |
SEATTLE WA |
| 91 |
| $15.5M |
| $384K |
| 4 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES | EDINA MN | 651 | $15.8M | $240K |
| 5 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST | EDINA MN | 218 | $19.9M | $237K |
| 6 | VIVEX BIOLOGICS, INC. VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 396 | $14.0M | $149K |
| 7 | PRECISION STRATEGIES, LLC PRECISION STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 109 | $10.5M | $113K |
