Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Small Cap Index Instl n/a in their Schedule of Assets, totaling $52.2M 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 | ALLEGHENY TECHNOLOGIES INCORPORATED ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST | DALLAS TX | — | $1.3B | $46.5M |
| 2 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $4.3M |
| 3 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN |
HARRISBURG PA |
| 1,089 |
| $80.6M |
| $1.1M |
| 4 | MABREY BANCORPORATION, INC. MABREY BANCORPORATION, INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | BIXBY OK | 264 | $34.4M | $253K |