Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small-Cap Val Idx Inst Mutual fund in their Schedule of Assets, totaling $39.8M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $20.0M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $7.8M |
| 3 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN |
EVANSTON IL |
| 13,658 |
| $1.2B |
| $6.7M |
| 4 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $5.2M |
| 5 | NYU LANGONE MSO, INC. NYU LANGONE FLORIDA 403(B) PLAN | NEW YORK NY | 1,433 | $14.3M | $47K |
