Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Group small cap value index admiral in their Schedule of Assets, totaling $1.2M 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 | FRONTLINE INSURANCE MANAGERS, INC. FRONTLINE INSURANCE MANAGERS 401(K) PLAN | LAKE MARY FL | 586 | $73.8M | $1.0M |
| 2 | LITHIC, INC. PAY WITH PRIVACY 401(K) PLAN | NEW YORK NY | 107 | $6.3M | $51K |
| 3 | UPKEEP TECHNOLOGIES, INC UPKEEP TECHNOLOGIES, INC 401(K) PLAN |
LOS ANGELES CA |
| 102 |
| $3.2M |
| $32K |
| 4 | HYDY, INC. HYDY 401(K) PLAN | CHICAGO IL | 24 | $4.1M | $26K |
| 5 | INSPIRE11 LLC INSPIRE11 401(K) PLAN | CHICAGO IL | 266 | $21.6M | $23K |
| 6 | RELATIONALAI, INC. RELATIONALAI 401(K) PLAN | BERKELEY CA | 76 | $7.8M | $19K |
| 7 | TROPIC TROPIC 401(K) PLAN | NEW YORK NY | 151 | $8.2M | $12K |
| 8 | LEADSTACK, INC LEADSTACK 401(K) PLAN | SAN FRANCISCO CA | 88 | $2.1M | $5K |
| 9 | MINDCOLOR AUTISM LLC MINDCOLOR AUTISM LLC 401(K) PLAN | NEW YORK NY | 236 | $1.0M | $702 |
