Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VANGUARD SM CAP VAL INDEX INST Registered Investment Company in their Schedule of Assets, totaling $91.5M 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 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $18.2M |
| 2 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $15.8M |
| 3 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN |
SAN FRANCISCO CA |
| 2,641 |
| $1.3B |
| $13.6M |
| 4 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $11.5M |
| 5 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $9.9M |
| 6 | ECKERT SEAMANS CHERIN & MELLOTT, LLC ECKERT SEAMANS CHERIN & MELLOTT, LLC PROFIT SHARING PLAN | PITTSBURGH PA | 436 | $252.8M | $9.1M |
| 7 | BASIC AMERICAN, INC. BASIC RETIREMENT SAVINGS PLAN | WALNUT CREEK CA | 871 | $158.7M | $7.5M |
| 8 | RIVERBED TECHNOLOGY LLC RIVERBED TECHNOLOGY LLC 401(K) PLAN | REDWOOD CITY CA | 534 | $270.9M | $6.0M |
