Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Small-Cap Index Inv in their Schedule of Assets, totaling $10.4M 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 | THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS TX | 460 | $86.6M | $3.3M |
| 2 | CAMCRAFT, INC. CAMCRAFT INC., 401K PLAN AND TRUST | HANOVER PARK IL | 345 | $67.8M | $1.9M |
| 3 | CUBESMART, L.P. CUBESMART, L.P. 401(K) PLAN |
MALVERN PA |
| 2,630 |
| $59.7M |
| $1.7M |
| 4 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $1.1M |
| 5 | FRONTIER BANCSHARES, INC. FRONTIER BANCSHARES, INC. 401(K) PLAN | AUSTIN TX | 202 | $20.7M | $1.0M |
| 6 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | GREENVILLE NC | 199 | $63.2M | $979K |
| 7 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $314K |
| 8 | HONOLULU MUSEUM OF ART HONOLULU MUSEUM OF ART 401(K) PLAN | HONOLULU HI | 105 | $6.2M | $99K |
