Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Bank Vanguard Small Cap Value Index in their Schedule of Assets, totaling $84K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BILL RAPP, INC. BILL RAPP 401(K) PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 113 | $5.0M | $84K |
