Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Sm Cap Val Index Adm Mutual fund - in their Schedule of Assets, totaling $23.8M 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 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $5.0M |
| 2 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $4.9M |
| 3 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN |
RIPON CA |
| 623 |
| $135.7M |
| $3.9M |
| 4 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $2.5M |
| 5 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $2.4M |
| 6 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $2.0M |
| 7 | MEAGHER & GEER, P.L.L.P. MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 130 | $50.9M | $1.9M |
| 8 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $483K |
| 9 | OBAGI COSMECEUTICALS, LLC OBAGI COSMECEUTICALS, LLC RETIREMENT PLAN | LONG BEACH CA | 181 | $20.8M | $144K |
| 10 | CROWN POLY, INC. CROWN POLY, INC. 401(K) PLAN | HUNTINGTON PARK CA | 360 | $22.1M | $142K |
