Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Small-Cap Value Index Fund in their Schedule of Assets, totaling $3.3M 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 | HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATES HEA CLINIC, P.A. 401(K) PLAN | HOUSTON TX | 511 | $66.5M | $2.9M |
| 2 | ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. 401(K) PLAN | LANCASTER PA | 183 | $24.2M | $178K |
| 3 | HOUSTON ZOO, INC. HOUSTON ZOO EMPLOYEES' 401(K) PLAN |
HOUSTON TX |
| 407 |
| $28.2M |
| $126K |
| 4 | HDL RESEARCH LAB INC HDL RESEARCH LAB 401(K) PLAN | BRENHAM TX | 110 | $7.6M | $15K |
