Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Funds Vanguard Small Cap Value Index Fund in their Schedule of Assets, totaling $145K 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 | BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE WI | 623 | $3.0M | $92K |
| 2 | TRIBORO ADMINISTRATIVE SERVICES, LLC RENDR CARE PHYSICIANS 401(K) PLAN | NEW YORK NY | 1,351 | $36.1M | $53K |
