Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Small Cap Value Index in their Schedule of Assets, totaling $332K 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 | SWAN PRODUCTS LLC SWAN PRODUCTS LLC 401(K) PLAN | SANDY SPRINGS GA | 324 | $6.5M | $230K |
| 2 | WESTWIND LOGISTICS, LLC WESTWIND LOGISTICS, LLC 401(K) PROFIT SHARING PLAN | DES MOINES IA | 122 | $1.3M | $57K |
| 3 | HABBERSTAD MOTORSPORT, INC. HABBERSTAD MOTORSPORT, INC. 401(K) PROFIT SHARING PLAN |
HUNTINGTON STATION NY |
| 195 |
| $11.9M |
| $45K |
