Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 913 U.S. retirement plans report holding Vanguard Sm Cap Val Index Adm " in their Schedule of Assets, totaling $218.3M 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 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $19.4M |
| 2 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $6.2M |
| 3 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH |
| 1,492 |
| $202.0M |
| $4.6M |
| 4 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $4.0M |
| 5 | TF CORNERSTONE INC. TF CORNERSTONE INC. 401(K) PLAN | NEW YORK NY | 424 | $72.5M | $3.6M |
| 6 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $2.6M |
| 7 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $2.6M |
| 8 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $2.3M |
| 9 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.0M |
| 10 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $1.7M |
