Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group, Inc. Small Cap Value Index Admiral Shares in their Schedule of Assets, totaling $5.0M 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 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $5.0M |
