Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Funds Small-Cap Value Index Fund in their Schedule of Assets, totaling $1.8M 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 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $535K |
| 2 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $495K |
| 3 | ASYST TECHNOLOGIES L.P. |
KENOSHA WI |
| 124 |
| $13.3M |
| $446K |
| 4 | IFP MOTION SOLUTIONS THE IFP GROUP OF COMPANIES PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 154 | $38.1M | $252K |
| 5 | A&E INCORPORATED A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | RACINE WI | 126 | $10.8M | $78K |
