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 SAE7 Pooled Separate Account in their Schedule of Assets, totaling $334K 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 | VALLEY STREAM OPERATOR 1 LLC DBA BLUEGRASS HEALTH PARTNERS BLUEGRASS HEALTH PARTNERS 401(K) PLAN | RICHMOND KY | 1,204 | $6.3M | $224K |
| 2 | WESTERN PACIFIC ROOFING CORP WEST PAC-STONE EMPLOYEE RETIREMENT PLAN | PALMDALE CA | 160 | $17.5M | $111K |