Form 5500 Search

Vanguard Small CAP Value Index

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 887 retirement plans report an interest in this investment, totaling $83.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
887
Reported interest (EOY)
$83.1M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 5 name variants: Vanguard Small CAP Value Index, Vanguard Small CAP Value Index Fund, Vanguard Small-cap Value Index, Vanguard Small CAP Value Index FD, Vanguard Small-cap Value Index Fund. Counts combine all variants of the same investment.

Plans holding Vanguard Small CAP Value Indexranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
NEW YORK
NY
597$345.3M$2.8M
2GASTRO HEALTH, LLC
GASTRO HEALTH 401(K) RETIREMENT PLAN
MIAMI
FL
2,155$264.2M$1.8M
3ROSINA FOOD PRODUCTS, INC.
ROSINA FOOD PRODUCTS, INC. 401(K) PLAN
BUFFALO
NY
480$39.9M$1.6M
4EVERETT FINANCIAL, INC. DBA SUPREME LENDING
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN
DALLAS
TX
1,132$61.6M$1.4M
5UT LE BONHEUR PEDIATRIC SPECIALISTS, INC.
ULPS EMPLOYEE SAVINGS PLAN
MEMPHIS
TN
244$78.1M$1.4M
6TRIS PHARMA, INC.
TRIS PHARMA 401(K) PLAN
MONMOUTH JUNCTION
NJ
556$49.7M$1.3M
7JEFFERSON HOMEBUILDERS, INC.
JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN
CULPEPER
VA
455$60.2M$1.1M
8THE DUTRA GROUP
THE DUTRA GROUP 401(K) PLAN
SAN RAFAEL
CA
157$39.1M$1.1M
9MODEC INTERNATIONAL, INC.
MODEC INTERNATIONAL, INC. 401(K) PLAN
HOUSTON
TX
280$128.9M$986K
10GREATER SAN ANTONIO EMERGENCY PHYSICIANS, P.A.
GSEP RETIREMENT PLAN
SAN ANTONIO
TX
80$40.6M$922K
See all 887 plans holding Vanguard Small CAP Value Index
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