Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Small Cap Value Index Admiral Fund in their Schedule of Assets, totaling $169K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PAUL B. ZIMMERMAN, INC. PAUL B. ZIMMERMAN, INC. 401(K) PLAN | LITITZ PA | 394 | $22.2M | $122K |
| 2 | BRT, INC. BRT, INC. 401(K) PLAN | PARKESBURG PA | 121 | $5.5M | $47K |
