Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding Vanguard Small‐Cap Index Mutual Fund in their Schedule of Assets, totaling $140.9M 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 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN | CORPUS CHRISTI TX | 4,302 | $249.4M | $23.5M |
| 2 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH EMPLOYER MATCHING AND RETIREMENT PLAN | CORPUS CHRISTI TX | 3,644 | $266.9M | $16.9M |
| 3 | BUNGIE, INC. |
BELLEVUE WA |
| 862 |
| $228.5M |
| $11.2M |
| 4 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $8.3M |
| 5 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $5.7M |
| 6 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $5.6M |
| 7 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $4.2M |
| 8 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $4.1M |
| 9 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $3.1M |
| 10 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $2.9M |