Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vang Sm Cap Idx Inst in their Schedule of Assets, totaling $85.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | CHICAGO IL | 6,535 | $1.3B | $21.8M |
| 2 | HUNTINGTON MEMORIAL HOSPITAL HUNTINGTON MEMORIAL HOSPITAL SAVINGS PLAN | PASADENA CA | 3,815 | $619.7M | $17.1M |
| 3 | CENTRA HEALTH, INC. |
LYNCHBURG VA |
| 7,475 |
| $747.1M |
| $16.6M |
| 4 | BOEING EMPLOYEES CREDIT UNION BOEING EMPLOYEES' CREDIT UNION 401(K) PLAN | TUKWILA WA | 3,228 | $379.5M | $12.0M |
| 5 | TALLAHASSEE MEMORIAL HEALTHCARE, INC. TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN | TALLAHASSEE FL | 5,356 | $175.7M | $6.4M |
| 6 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $5.0M |
| 7 | TALLAHASSEE MEMORIAL HEALTHCARE INC TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN | TALLAHASSEE FL | 5,337 | $193.4M | $3.7M |
| 8 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER EMPLOYER CONTRIBUTION PLAN | VANCOUVER WA | 3,492 | $239.6M | $2.9M |
