Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ETF (VBR) VGD SMALL CAP VAL Registered Investment Company in their Schedule of Assets, totaling $24.0M 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 | SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA CA | 1,073 | $962.1M | $17.9M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $4.5M |
| 3 | RADIOLOGY ASSOCIATES, LLP RADIOLOGY ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN |
CORPUS CHRISTI TX |
| 219 |
| $34.4M |
| $597K |
| 4 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $564K |
| 5 | PUEBLO RADIOLOGY MEDICAL GROUP, INC . PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA BARBARA CA | 96 | $48.5M | $546K |
