Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERVISION SYSTEMS, LLC INTERVISION SYSTEMS, LLC. 401(K) PROFIT SHARING PLAN | CHESTERFIELD MO | 379 | $70.7M | $2.4M |
| 2 | MORLEY BUILDERS, INC. MORLEY BUILDERS EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 141 | $36.8M | $893K |
| 3 | MIDWEST ENERGY COOPERATIVE MIDWEST ENERGY INCENTIVE SAVINGS PLAN |
CASSOPOLIS MI |
| 175 |
| $27.4M |
| $71K |
