Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Sm-Cap Val Ind Adm in their Schedule of Assets, totaling $10.6M 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 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $4.3M |
| 2 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $1.8M |
| 3 | NEW ERA TECHNOLOGY, INC. NEW ERA 401(K) PLAN |
WEST CHESTER PA |
| 1,645 |
| $157.4M |
| $1.5M |
| 4 | QUAKER MAID MEATS, INC. QUAKER MAID MEATS, INC. 401(K) PROFIT SHARING PLAN | READING PA | 121 | $17.9M | $654K |
| 5 | COMMUNITY HEALTH ASSOCIATION OF SPOKANE COMMUNITY HEALTH ASSOCIATION OF SPOKANE 401(K) PLAN | SPOKANE WA | 1,777 | $103.0M | $460K |
| 6 | GROUNDWORKS OPERATIONS, LLC GROUNDWORKS OPERATIONS, LLC 401(K) PLAN | VIRGINIA BEACH VA | 3,197 | $62.5M | $452K |
| 7 | A-LIGN COMPLIANCE AND SECURITY, INC. A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN | TAMPA FL | 402 | $24.8M | $428K |
| 8 | CARELINC MEDICAL EQUIPMENT & SUPPLY CO., LLC CARELINC 401(K) PLAN | GRAND RAPIDS MI | 766 | $19.4M | $311K |
| 9 | CIL NORTH AMERICA LLC COFCO INTERNATIONAL USA 401(K) PLAN | STAMFORD CT | 96 | $36.5M | $242K |
| 10 | FOY & ASSOCIATES, PC FOY & ASSOCIATES, PC 401K PROFIT SHARING PLAN | ATLANTA GA | 152 | $10.9M | $193K |
