Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VANGUARD SM CAP VALUE INDEX INSTL Registered investment companies in their Schedule of Assets, totaling $5.7M 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 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $5.7M |
