Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard Sm Cap Val Idx Adm Fd " in their Schedule of Assets, totaling $62.4M 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 | APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 3,614 | $497.1M | $12.6M |
| 2 | MARCONE APPLIANCE PARTS CO. MARCONE APPLIANCE PARTS CENTER 401(K) PROFIT SHARING PLAN | CREVE COUER MO | 1,950 | $99.5M | $7.8M |
| 3 | FINGERPAINT MARKETING, INC. |
SARATOGA SPRINGS NY |
| 828 |
| $67.2M |
| $4.9M |
| 4 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON KS | 238 | $29.6M | $4.0M |
| 5 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $2.7M |
| 6 | PAPA JOHN'S INTERNATIONAL, INC. PAPA JOHN'S INTERNATIONAL, INC. 401(K) PLAN | ATLANTA GA | 7,954 | $115.3M | $2.0M |
| 7 | J.T. MAGEN & COMPANY INC. J.T. MAGEN & COMPANY INC. 401K PLAN | NEW YORK NY | 268 | $64.8M | $1.9M |
| 8 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $1.9M |
| 9 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $1.9M |
| 10 | AVION SOLUTIONS, INC. AVION SOLUTIONS, INC. 401(K) PLAN | HUNTSVILLE AL | 265 | $61.9M | $1.8M |
