Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group Vanguard Small Cap Value Index in their Schedule of Assets, totaling $78K 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 | THE BROWNSTONE GROUP, INC. BROWNSTONE GROUP, INC. 401K PLAN | HOUSTON TX | 131 | $8.4M | $68K |
| 2 | SQUARE DEAL MACHINING, INC SQUARE DEAL MACHINING, INC. 401(K) PLAN | MARATHON NY | 261 | $6.5M | $10K |
