Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Funds Vanguard Small-Cap Value Index Admiral in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEAVER CONSULTANTS GROUP, LLC WEAVER COMPANIES 401(K) PLAN | CHICAGO IL | 608 | $48.7M | $1.6M |
| 2 | LBMC EMPLOYMENT PARTNERS, LLC LBMC EMPLOYMENT PARTNERS, LLC 401(K) PROFIT | BRENTWOOD TN | 3,213 | $101.6M | $899K |
| 3 | BANNER OF N.O., L.L.C. BANNER 401(K) PLAN |
NEW ORLEANS LA |
| 195 |
| $14.0M |
| $189K |
| 4 | BAER'S FURNITURE COMPANY, INC. BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN | POMPANO BEACH FL | 644 | $17.7M | $141K |
| 5 | FIRST STATE HOLDING CO. FIRST STATE HOLDING CO. 401(K) RETIREMENT PLAN | LINCOLN NE | 141 | $16.4M | $7K |