Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Small-Cap ETF in their Schedule of Assets, totaling $12.6M 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 | BOARD OF TRUSTEES OF PIPE TRADES SERVICES MN RETIREE HEALTH TRUST PIPE TRADES SERVICES MN RETIREE HEALTH FUND | WHITE BEAR LAKE MN | 5,274 | $308.5M | $10.5M |
| 2 | ARMED FORCES BENEFIT ASSOCIATION ARMED FORCES BENEFIT ASSOCIATION EMPLOYEE PENSION PLAN | ALEXANDRIA VA | 176 | $68.4M | $1.4M |
| 3 | DANCO ANODIZING, INC. |
ARCADIA CA |
| 115 |
| $13.1M |
| $365K |
| 4 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $176K |
| 5 | ROOFERS UNION LOCAL NO. 12 HEALTH AND WELFARE FUND UNITED UNION OF ROOFERS, WATERPROOFERS & ALLIED WORKERS LOCAL NO. 12 HEALTH & WELFARE FUND | WALLINGFORD CT | 255 | $4.6M | $59K |
| 6 | SAMSONS MANUFACTURING COMPANY, INC. SAMSONS MANUFACTURING COMPANY, INC. 401(K) PLAN | WAYNESBORO GA | 101 | $1.6M | $50K |
| 7 | RUDOLPH CHEVROLET, LLC RUDOLPH CHEVROLET, LLC 401(K) PLAN | EL PASO TX | 255 | $8.4M | $33K |
| 8 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $13K |
