Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Group Vanguard Small-Cap Value Index Admiral Fund in their Schedule of Assets, totaling $12.8M 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 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $3.3M |
| 2 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $1.4M |
| 3 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN |
DUBUQUE IA |
| 4,021 |
| $266.7M |
| $1.3M |
| 4 | 1ST FINANCIAL BANK USA 1ST FINANCIAL BANK USA PROFIT SHARING PLAN & TRUST | DAKOTA DUNES SD | 239 | $65.7M | $941K |
| 5 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $826K |
| 6 | LAWLEY, LLC LAWLEY RETIREMENT PLAN | BUFFALO NY | 568 | $106.0M | $762K |
| 7 | WATERS & KRAUS, LLP WATERS & KRAUS, L.L.P. RETIREMENT PLAN | DALLAS TX | 98 | $28.7M | $705K |
| 8 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $681K |
| 9 | SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 205 | $26.5M | $679K |
| 10 | MIDAMERICA ORTHOPAEDICS S.C. MIDAMERICA ORTHOPAEDICS, S.C. PROFIT SHARING 401(K) PLAN | MOKENA IL | 125 | $13.3M | $389K |
