Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Sm Cap Val Idx Adm in their Schedule of Assets, totaling $1.8M 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 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $1.5M |
| 2 | DON HINDS FORD, INC. DON HINDS FORD 401(K) | FISHERS IN | 135 | $8.2M | $168K |
| 3 | MOTUS, LLC MOTUS INTEGRATED TECHNOLOGIES 401(K) PLAN |
| 849 |
| $48.7M |
| $79K |
| 4 | UNION OF CALIFORNIA STATE WORKERS UNION OF CA STATE WORKERS 401(K) PLAN | SACRAMENTO CA | 150 | $14.2M | $57K |
| 5 | TRUSTEES - SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUN SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUND | KENNER LA | 820 | $4.8M | $2K |
