Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Small Cap Value Index Admiral in their Schedule of Assets, totaling $2.7M 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 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $1.6M |
| 2 | FLORIDA FRUIT & VEGETABLE ASSOCIATION FLORIDA FRUIT & VEGETABLE ASSOCIATION EMPLOYEE RETIREMENT PLAN | MAITLAND FL | 164 | $42.7M | $427K |
| 3 | GIVE EM A BRAKE SAFETY GIVE EM A BRAKE SAFETY 401(K) PLAN |
GRANDVILLE MI |
| 263 |
| $7.6M |
| $418K |
| 4 | KERSHAWHEALTH KERSHAWHEALTH 403B RETIREMENT PLAN | CAMDEN SC | 25 | $8.3M | $126K |
| 5 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN | SILVER SPRING MD | 181 | $17.1M | $84K |
| 6 | SANOVA DERMATOLOGY MANAGEMENT INC SANOVA DERMATOLOGY 401(K) PLAN | PFLUGERVILLE TX | 159 | $11.9M | $17K |