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 Fund Mutual fund in their Schedule of Assets, totaling $107K 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 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $48K |
| 2 | RAKEN, INC. RAKEN 401(K) PLAN | CARLSBAD CA | 105 | $6.6M | $37K |
| 3 | FRIDABABY, LLC FRIDABABY 401(K) PLAN | MIAMI FL | 138 |
| $8.0M |
| $23K |
