Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Small Cap Index Fund Institutional Plus Shares in their Schedule of Assets, totaling $139.7M 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 | XCEL ENERGY INC. XCEL ENERGY 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 9,075 | $3.1B | $123.1M |
| 2 | XCEL ENERGY INC. NUCLEAR MANAGEMENT COMPANY, LLC NMC SAVINGS AND RETIREMENT PLAN | MINNEAPOLIS MN | 241 | $201.9M | $16.6M |