Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Sm Cap Value Ind Adm Mutual Fund - in their Schedule of Assets, totaling $279K 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 | GULF WINDS CREDIT UNION GULF WINDS CREDIT UNION 401K PLAN AND TRUST | PENSACOLA FL | 221 | $14.1M | $240K |
| 2 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $39K |