Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Registered Investment Company Vanguard Sm Cap Val Idx Adm Fd** in their Schedule of Assets, totaling $3.4M 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 | TRIDEUM CORPORATION TRIDEUM 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 483 | $44.1M | $2.3M |
| 2 | KNOXVILLE TVA EMPLOYEES CREDIT UNION KNOXVILLE TVA EMPLOYEES CREDIT UNION EMPLOYEE SAVINGS PLAN | KNOXVILLE TN | 591 | $41.0M | $753K |
| 3 | HARRELL-FISH, INC. HARRELL-FISH, INC. PROFIT SHARING PLAN |
BLOOMINGTON IN |
| 134 |
| $16.8M |
| $350K |
