Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small-Cap Index Mutual fund a in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XR TRADING LLC XR TRADING LLC 401(K) PLAN | CHICAGO IL | 84 | $48.6M | $1.8M |
| 2 | GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO IL | 200 | $47.8M | $1.5M |
| 3 | CLARITY PARTNERS, LLC CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST |
| 131 |
| $12.7M |
| $103K |
| 4 | BANNER PROPERTY MANAGEMENT, LLC BANNER PROPERTY MANAGEMENT, LLC 401(K) PLAN AND TRUST | DEERFIELD IL | 93 | $11.6M | $91K |
