Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Group Vanguard Sm Cap Val Idx Adm Fd - in their Schedule of Assets, totaling $8.5M 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 | TECTA AMERICA CORP. TECTA AMERICA CORP. PROFIT SHARING AND 401(K) PLAN | ROSEMONT IL | 3,848 | $188.8M | $1.8M |
| 2 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $1.1M |
| 3 | VERABANK, INC. VERABANK, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN |
HENDERSON TX |
| 524 |
| $88.7M |
| $720K |
| 4 | KELLEY WILLIAMSON COMPANY KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN | ROCKFORD IL | 394 | $11.9M | $700K |
| 5 | CENTER FOR INTERNET SECURITY, INC. CENTER FOR INTERNET SECURITY 401(K) PLAN | EAST GREENBUSH NY | 498 | $46.9M | $696K |
| 6 | EAGLE HILL SCHOOL EAGLE HILL FOUNDATION INC. 403(B) PLAN | GREENWICH CT | 116 | $32.5M | $592K |
| 7 | SOUTH ATLANTIC, LLC SOUTH ATLANTIC, LLC 401(K) RETIREMENT PLAN | WILMINGTON NC | 326 | $24.8M | $555K |
| 8 | HAMPTON JITNEY, INC. HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN | CALVERTON NY | 157 | $10.7M | $500K |
| 9 | ABBOTT CONSTRUCTION LLC ABBOTT CONSTRUCTION 401(K) PLAN AND TRUST | SEATTLE WA | 247 | $33.2M | $307K |
| 10 | STREAM REALTY PARTNERS STREAM REALTY PARTNERS 401(K) SAVINGS PLAN | DALLAS TX | 1,316 | $73.2M | $258K |
