Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vngrd Smcap Gr Indx Adml Mutual fund in their Schedule of Assets, totaling $1.4M 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 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $473K |
| 2 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $373K |
| 3 | AREA AGENCY ON AGING DISTRICT 7 |
JACKSON OH |
| 193 |
| $8.3M |
| $158K |
| 4 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $124K |
| 5 | AMERICAN VISION GROUP LLC AMERICAN VISION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 199 | $2.7M | $79K |
| 6 | VIRGINIA DIODES VIRGINIA DIODES 401(K) PLAN | CHARLOTTESVILLE VA | 129 | $9.2M | $78K |
| 7 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $38K |
| 8 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $29K |
| 9 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $8K |
| 10 | VIAQUEST, INC. VIAQUEST, INC. 401(K) PROFIT SHARING PLAN | DUBLIN OH | 2,908 | $8.2M | $3K |
