Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Sm Cap Val Index Adm Registered Investment Company in their Schedule of Assets, totaling $62.0M 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 | HANSON GROUP, INC. HANSON GROUP, INC. 401(K) PLAN | SPRINGFIELD IL | 496 | $132.6M | $7.1M |
| 2 | SOUTHLAND INDUSTRIES SOUTHLAND INDUSTRIES EMPLOYEES' 401K PLAN | GARDEN GROVE CA | 1,096 | $211.8M | $5.4M |
| 3 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN |
ATLANTA GA |
| 551 |
| $109.3M |
| $4.6M |
| 4 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $4.3M |
| 5 | LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN | AUSTIN TX | 1,093 | $116.5M | $4.1M |
| 6 | WELLA OPERATIONS US LLC WELLA RETIREMENT SAVINGS PLAN | CALABASAS CA | 594 | $67.8M | $3.6M |
| 7 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $3.4M |
| 8 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $3.2M |
| 9 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $2.5M |
| 10 | MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 192 | $95.6M | $2.4M |
