Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Investments Small-Cap Value Index Fund {+} in their Schedule of Assets, totaling $1.6M 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 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. 401(K) PLAN | WASHINGTON DC | 137 | $67.2M | $1.2M |
| 2 | APPLIED BEHAVIOR HEALTH MANAGEMENT, LLC APPLIED BEHAVIOR HEALTH MANAGEMENT, LLC 401(K) PLAN | WESTBURY NY | 690 | $7.2M | $286K |
| 3 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. MONEY PURCHASE PLAN |
WASHINGTON DC |
| 128 |
| $17.2M |
| $190K |
