Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Index I in their Schedule of Assets, totaling $95.5M 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 | WHITE & CASE, LLP SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP | NEW YORK NY | 2,147 | $1.1B | $24.9M |
| 2 | FREUDENBERG NORTH AMERICA LP FREUDENBERG COMPANIES 401(K) RETIREMENT PLAN | PLYMOUTH MI | 5,985 | $619.2M | $20.6M |
| 3 | SAVVAS LEARNING COMPANY LLC |
PARAMUS NJ |
| 1,855 |
| $397.1M |
| $17.1M |
| 4 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $11.9M |
| 5 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $9.1M |
| 6 | FREUDENBERG HOUSEHOLD PRODUCTS LP FREUDENBERG COMPANIES 401(K) SAVINGS PLAN | AURORA IL | 2,912 | $345.4M | $7.7M |
| 7 | FOREMOST FARMS USA FOREMOST FARMS USA 401(K) SAVINGS PLAN | MIDDLETON WI | 367 | $67.4M | $2.0M |
| 8 | ROCKLAND FEDERAL CREDIT UNION ROCKLAND FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ROCKLAND MA | 192 | $26.2M | $783K |
| 9 | FOREMOST FARMS USA FOREMOST FARMS USA 401(K) PLAN AND TRUST FOR UNION MEMBERS | MIDDLETON WI | 517 | $29.8M | $739K |
| 10 | BRISTOL HOSPICE BRISTOL HOSPICE 401(K) PLAN | SALT LAKE CITY UT | 2,600 | $49.2M | $596K |
