Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Small-Cap Value Index Fund Admiral in their Schedule of Assets, totaling $1.9M 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 | AMPLIFY CREDIT UNION AMPLIFY CREDIT UNION 401(K) PLAN | AUSTIN TX | 210 | $24.2M | $1.4M |
| 2 | SWARCO MCCAIN, INC. SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN | VISTA CA | 149 | $18.2M | $291K |
| 3 | CANO HEALTH, LLC CANO HEALTH 401(K) PLAN |
MIAMI FL |
| 2,131 |
| $23.6M |
| $143K |
| 4 | CHARTER HR, INC. CHARTER HR RETIREMENT SAVINGS PLAN | ALEXANDER CITY AL | 433 | $6.1M | $36K |
