Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Sm Cap Idx Adm # in their Schedule of Assets, totaling $3.0M 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 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $2.5M |
| 2 | AMERICAN INNOVATIONS, LTD. AMERICAN INNOVATIONS, LTD. 401(K) PLAN | AUSTIN TX | 118 | $14.6M | $230K |
| 3 | PRIMEWAY(TM) FEDERAL CREDIT UNION PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN |
HOUSTON TX |
| 143 |
| $11.8M |
| $130K |
| 4 | ENVIRONMENTAL DESIGNS, INC. THE WINTERBERRY GROUP RETIREMENT PLAN | SOUTHINGTON CT | 220 | $4.6M | $30K |
| 5 | SOURCE MANAGEMENT, INC. SOURCE MANAGEMENT, INC. 401(K) PLAN | GOLDEN CO | 62 | $6.3M | $29K |
