Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Sm Cap Val Ind Adm Mutual Fund - in their Schedule of Assets, totaling $3.9M 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 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU | PORTLAND OR | 383 | $68.6M | $1.5M |
| 2 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $718K |
| 3 | COKEVA INC COKEVA, INC. 401(K) RETIREMENT PLAN |
ROSEVILLE CA |
| 227 |
| $17.8M |
| $481K |
| 4 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $335K |
| 5 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $279K |
| 6 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $245K |
| 7 | MINDTECK, INC. MINDTECK, INC. RETIREMENT SAVINGS PLAN | NAPLES FL | 54 | $6.2M | $235K |
| 8 | ARLINGTON INDUSTRIES, INC. ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN | SCRANTON PA | 470 | $33.8M | $77K |
| 9 | PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON TX | 75 | $7.6M | $65K |
| 10 | HAWAII PLANING MILL, LTD HPM BUILDING SUPPLY 401(K) PLAN | KEAAU HI | 581 | $22.1M | $10K |
