Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Small Cap Value Index Fund Admiral Shares in their Schedule of Assets, totaling $3.2M 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 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $2.9M |
| 2 | CROWNQUEST OPERATING, L.L.C CROWNQUEST 401(K) PLAN | MIDLAND TX | 54 | $39.7M | $362K |
