Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vngrd Sm Cap Indx Fd As Mutual Funds in their Schedule of Assets, totaling $958K 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $454K |
| 2 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $341K |
| 3 | HELM43, LLC |
PLYMOUTH MI |
| 306 |
| $12.9M |
| $110K |
| 4 | COSMETIC SOLUTIONS, LLC COSMETIC SOLUTIONS, LLC 401(K) PLAN | BOCA RATON FL | 105 | $3.4M | $54K |