Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Sm Cap Val Idx Adm Fund Registered Investment Companies in their Schedule of Assets, totaling $170K 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 | MAKERS FORWARD, LLC 401(K) PLAN FOR MAKERS FORWARD OPERATING COMPANIES | CLAREMONT NH | 178 | $8.0M | $170K |
