Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small-Cap Index Pooled Separate Accounts in their Schedule of Assets, totaling $2.0M 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 | PIVOT INTERMEDIARY, INC. PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST | LENEXA KS | 226 | $19.9M | $1.8M |
| 2 | PERSONAL HEALTHCARE MANAGEMENT, LLC PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | TARRYTOWN NY | 1,758 | $5.9M | $112K |
| 3 | INTERNATIONAL FINANCE BANK |
MIAMI FL |
| 103 |
| $5.2M |
| $18K |
