Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Tax-Managed Small-Cap Adm Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $649K |
| 2 | MINNESOTA HOCKEY VENTURES GROUP, L.P. MINNESOTA WILD 401(K) PLAN | ST. PAUL MN | 954 | $39.5M | $599K |
| 3 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN |
TULSA OK |
| 128 |
| $86.4M |
| $495K |
| 4 | RAE CORPORATION RAE CORPORATION 401(K) PLAN | PRYOR OK | 720 | $24.7M | $239K |
| 5 | REEVES YOUNG, LLC REEVES YOUNG PROFIT SHARING PLAN | SUGAR HILL GA | 579 | $19.6M | $167K |
| 6 | FIRST OKLAHOMA BANK FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | JENKS OK | 112 | $17.8M | $164K |
| 7 | DONLEY COMPANIES, INC. DONLEY'S 401(K) RETIREMENT PLAN | CLEVELAND OH | 526 | $22.3M | $125K |
| 8 | INSURANCE AND BENEFITS TRUST OF THE PORAC INSURANCE AND BENEFITS TRUST OF THE PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA - SAFETY | SACRAMENTO CA | 20,412 | $8.1M | $114K |
| 9 | TRUSTEES-SHEET METAL WORKERS' LOCAL 270 DC PENSION PLAN SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN | TULSA OK | 396 | $8.7M | $92K |
| 10 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN | EXETER NH | 92 | $6.7M | $57K |
