Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Small-Cap Index Registered investment company in their Schedule of Assets, totaling $35.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY SERVICES, LLC AMERICAN CENTURY RETIREMENT PLAN | KANSAS CITY MO | 1,410 | $1.1B | $14.3M |
| 2 | ADVOCARE, LLC ADVOCARE, LLC 401(K) PROFIT SHARING PLAN | MARLTON NJ | 2,721 | $418.8M | $5.8M |
| 3 | LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN |
MILWAUKEE WI |
| 631 |
| $117.6M |
| $1.8M |
| 4 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $1.7M |
| 5 | WEBB-STILES COMPANY WEBB-STILES COMPANY 401(K) PROFIT SHARING PLAN | VALLEY CITY OH | 115 | $21.2M | $1.4M |
| 6 | MYVEST CORPORATION MYVEST 401(K) PLAN | SAN FRANCISCO CA | 120 | $26.4M | $1.3M |
| 7 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.1M |
| 8 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $959K |
| 9 | CAPITAL POWER OPERATIONS USA INC. CAPITAL POWER OPERATIONS USA INC. 401K PLAN | BOSTON MA | 182 | $24.3M | $841K |
| 10 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $784K |
