Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small-Cap Index Mutual Fund NR in their Schedule of Assets, totaling $6.5M 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 | I.M. SYSTEMS GROUP, INC. I.M. SYSTEMS GROUP 401(K) PLAN | ROCKVILLE MD | 60 | $52.6M | $1.9M |
| 2 | SAVANTAGE FINANCIAL SERVICES, INC. SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 138 | $41.0M | $1.8M |
| 3 | NOVAVAX, INC. NOVAVAX, INC. 401(K) PROFIT SHARING PLAN |
GAITHERSBURG MD |
| 767 |
| $113.2M |
| $1.7M |
| 4 | METRON, INC. METRON, INC. 401(K) PROFIT SHARING PLAN | RESTON VA | 215 | $67.7M | $882K |
| 5 | HUNTRESS LABS INCORPORATED HUNTRESS LABS INCORPORATED 401(K) PLAN | COLUMBIA MD | 392 | $23.6M | $184K |
