Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Small-Cap mutual fund in their Schedule of Assets, totaling $12.2M 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 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $9.1M |
| 2 | EASTERN METAL SUPPLY, INC. EASTERN METAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LAKE WORTH FL | 850 | $49.6M | $1.3M |
| 3 | ADVANTAGE TESTING, INC. ADVANTAGE TESTING, INC.401(K) PLAN |
NEW YORK NY |
| 297 |
| $37.6M |
| $585K |
| 4 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BUENA PARK CA | 638 | $26.3M | $550K |
| 5 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $172K |
| 6 | MASTERCOOL, INC. MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | RANDOLPH NJ | 125 | $17.3M | $157K |
| 7 | FRAZIER, INC. CONKLIN CARS SALARY REDUCTION PLAN | HUTCHINSON KS | 172 | $22.1M | $134K |
| 8 | LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST | WYOMING MN | 262 | $13.5M | $118K |
| 9 | HOLLAND CHRISTIAN EDUCATION SOCIETY HOLLAND CHRISTIAN SCHOOLS 403(B) PLAN | HOLLAND MI | 422 | $5.8M | $28K |
| 10 | IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST | MOLINE IL | 401 | $41.1M | $28K |
