Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Index Inv in their Schedule of Assets, totaling $13.1M 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 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $11.9M |
| 2 | CAROLINA ASTHMA & ALLERGY CENTER, PA CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN | CHARLOTTE NC | 176 | $30.2M | $608K |
| 3 | DELANEY RADIOLOGISTS, P.A. DELANEY RADIOLOGISTS, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST | WILMINGTON NC | 132 | $55.7M | $195K |
| 4 | DELAWARE ELEVATOR, INC. DELAWARE ELEVATOR, INC. RETIREMENT PLAN | SALISBURY MD | 387 | $20.1M | $178K |
| 5 | FRAZIER INDUSTRIAL COMPANY FRAZIER INDUSTRIAL CO. SAVINGS AND INVESTMENT RETIREMENT PLAN | LONG VALLEY NJ | 675 | $40.6M | $138K |