Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 902 retirement plans report an interest in this investment, totaling $84.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Vanguard Small CAP Value Index, Vanguard Small CAP Value Index Fund, Vanguard Small-cap Value Index, Vanguard Small-cap Value Index Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $2.8M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.8M |
| 3 | ROSINA FOOD PRODUCTS, INC. ROSINA FOOD PRODUCTS, INC. 401(K) PLAN | BUFFALO NY | 480 | $39.9M | $1.6M |
| 4 | ARC EXCESS & SURPLUS, LLC ARC EXCESS & SURPLUS, LLC 401(K) PLAN | JERICHO NY | 180 | $32.6M | $1.4M |
| 5 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | DALLAS TX | 1,132 | $61.6M | $1.4M |
| 6 | TRIS PHARMA, INC. TRIS PHARMA 401(K) PLAN | MONMOUTH JUNCTION NJ | 556 | $49.7M | $1.3M |
| 7 | THE DUTRA GROUP THE DUTRA GROUP 401(K) PLAN | SAN RAFAEL CA | 157 | $39.1M | $1.1M |
| 8 | MODEC INTERNATIONAL, INC. MODEC INTERNATIONAL, INC. 401(K) PLAN | HOUSTON TX | 280 | $128.9M | $986K |
| 9 | JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER VA | 457 | $52.8M | $957K |
| 10 | GREATER SAN ANTONIO EMERGENCY PHYSICIANS, P.A. GSEP RETIREMENT PLAN | SAN ANTONIO TX | 80 | $40.6M | $922K |
