Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Sm-Cap Val Idx Adm Fd in their Schedule of Assets, totaling $48K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANNUITY HEALTH HOLDINGS LLC ANNUITY HEALTH HOLDINGS LLC, 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA SC | 474 | $4.0M | $24K |
| 2 | IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE TN | 218 | $5.4M | $14K |
| 3 | 239 LEGRIS AVE OPERATIONS, LLC |
WEST WARWICK RI |
| 533 |
| $5.0M |
| $10K |