Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Index Instl in their Schedule of Assets, totaling $289.3M 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 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $72.7M |
| 2 | KIMLEY HORN AND ASSOCIATES, INC. KIMLEY-HORN AND ASSOCIATES, INC. RETIREMENT SAVINGS AND PENSION PLAN | RALEIGH NC | 8,317 | $2.3B | $57.3M |
| 3 | INEOS USA, LLC. |
LEAGUE CITY TX |
| 4,979 |
| $1.4B |
| $31.1M |
| 4 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 401(K) PLAN | TACOMA WA | 9,028 | $779.1M | $28.9M |
| 5 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN | TACOMA WA | 12,528 | $561.6M | $24.4M |
| 6 | HENSEL PHELPS CONSTRUCTION CO. HENSEL PHELPS SALARY RETIREMENT PLAN | GREELEY CO | 3,720 | $645.6M | $15.0M |
| 7 | TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO OR | 1,323 | $120.4M | $11.5M |
| 8 | AARON'S, LLC AARON'S 401(K) RETIREMENT PLAN | ATLANTA GA | 7,969 | $186.0M | $11.4M |
| 9 | LNR PROPERTY LLC STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | MIAMI BEACH FL | 308 | $116.6M | $10.3M |
| 10 | NITTO AMERICAS INC. NITTO 401(K) RETIREMENT PLAN | TEANECK NJ | 1,812 | $242.4M | $9.5M |
