Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Small Cap Ind Instl in their Schedule of Assets, totaling $66.3M 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 | FORMOSA PLASTICS CORPORATION, U.S.A FORMOSA PLASTICS CORPORATION EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 3,659 | $917.9M | $19.1M |
| 2 | RUBIN POSTAER AND ASSOCIATES RPA RETIREMENT PLAN | SANTA MONICA CA | 564 | $118.0M | $10.1M |
| 3 | GENESISCARE USA, INC. GENESISCARE USA, INC. PROFIT SHARING 401(K) RETIREMENT PLAN |
FORT MYERS FL |
| 1,521 |
| $250.5M |
| $10.1M |
| 4 | AQR CAPITAL MANAGEMENT, LLC AQR CAPITAL MANAGEMENT, LLC 401(K) PLAN | GREENWICH CT | 426 | $190.6M | $9.1M |
| 5 | LIONS GATE ENTERTAINMENT, INC. LIONSGATE 401(K) PLAN | SANTA MONICA CA | 1,402 | $302.1M | $9.1M |
| 6 | INTEPLAST GROUP CORPORATION INTEPLAST GROUP CORPORATION EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 4,547 | $373.6M | $7.3M |
| 7 | NAN YA PLASTICS CORPORATION, AMERICA NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 879 | $101.2M | $1.4M |
