Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Small Cap Value Index Admiral in their Schedule of Assets, totaling $2.2M 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 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $1.6M |
| 2 | GIVE EM A BRAKE SAFETY GIVE EM A BRAKE SAFETY 401(K) PLAN | GRANDVILLE MI | 263 | $7.6M | $418K |
| 3 | KERSHAWHEALTH KERSHAWHEALTH 403B RETIREMENT PLAN |
CAMDEN SC |
| 25 |
| $8.3M |
| $126K |
| 4 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN | SILVER SPRING MD | 181 | $17.1M | $84K |
| 5 | SANOVA DERMATOLOGY MANAGEMENT INC SANOVA DERMATOLOGY 401(K) PLAN | PFLUGERVILLE TX | 159 | $11.9M | $17K |
