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 Fund N/R in their Schedule of Assets, totaling $400K 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 | COOPERATIVE HOME CARE ASSOCIATES COOPERATIVE HOME CARE ASSOCIATES, INC. 401(K) PLAN | BRONX NY | 1,323 | $16.6M | $385K |
| 2 | WEGMAN PARTNERS LLC WEGMAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 163 | $3.7M | $15K |
