Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Index Fund N/R in their Schedule of Assets, totaling $103.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $52.9M |
| 2 | FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS MN | 1,044 | $641.0M | $11.0M |
| 3 | DUQUESNE LIGHT HOLDINGS, INC. DUQUESNE LIGHT HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN |
PITTSBURGH PA |
| 934 |
| $235.1M |
| $9.7M |
| 4 | LOGAN HEALTH LOGAN HEALTH RETIREMENT SAVINGS PLAN | KALISPELL MT | 4,345 | $500.4M | $8.9M |
| 5 | DUQUESNE LIGHT COMPANY DUQUESNE LIGHT COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR IBEW REPRESENTED EMPLOYEES | PITTSBURGH PA | 893 | $210.7M | $6.2M |
| 6 | LOUDON MEDICAL GROUP, P.C. LOUDOUN MEDICAL GROUP RETIREMENT PLAN | LEESBURG VA | 1,451 | $199.6M | $4.5M |
| 7 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $2.3M |
| 8 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $2.3M |
| 9 | FEDWAY ASSOCIATES, INC. FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN | BASKING RIDGE NJ | 797 | $188.5M | $2.0M |
| 10 | THE MORSE GROUP, INC. THE MORSE GROUP, INC. 401(K) DEFERRED COMPENSATION PLAN | FREEPORT IL | 208 | $28.8M | $1.1M |
