Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VANGUARD GROUP, INC. VANGUARD SM CAP VAL INDEX ADM in their Schedule of Assets, totaling $25K 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 | ACCESSO PARTNERS, LLC ACCESSO PARTNERS, LLC 401K PROFIT SHARING PLAN AND TRUST | HALLANDALE BEACH FL | 116 | $11.9M | $25K |
