Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding The Vanguard Group Vanguard Small-Cap Value Index Fund in their Schedule of Assets, totaling $4.3M 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 | PACE RESOURCES, INC. PACE RESOURCES, INC. RETIREMENT SAVINGS PLAN | YORK PA | 241 | $50.8M | $1.1M |
| 2 | JOHN MORIARTY & ASSOCIATES, INC. JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN | WINCHESTER MA | 424 | $104.8M | $533K |
| 3 | AAA CENTRAL PENN AAA CENTRAL PENN 401K PLAN |
HARRISBURG PA |
| 182 |
| $29.5M |
| $524K |
| 4 | AMERICAN TRUCKING ASSOCIATIONS, INC. ATA 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $36.5M | $478K |
| 5 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $469K |
| 6 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $284K |
| 7 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $255K |
| 8 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $249K |
| 9 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $225K |
| 10 | MOD-PAC CORP. MOD-PAC CORP. PROFIT SHARING/401(K) PLAN | BUFFALO NY | 305 | $32.3M | $156K |
