Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Small-Cap Val Idx Adm " in their Schedule of Assets, totaling $7.6M 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 | TRUSTEES OF DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF | HANOVER NH | 52 | $356.0M | $4.3M |
| 2 | DARLINGTON SCHOOL DARLINGTON SCHOOL DC PLAN | ROME GA | 201 | $43.3M | $1.5M |
| 3 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. |
ATLANTA GA |
| 293 |
| $67.1M |
| $526K |
| 4 | EVANS, MECHWART, HAMBLETON & TILTON, INC. EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN | NEW ALBANY OH | 323 | $66.4M | $411K |
| 5 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $342K |
| 6 | FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. RETIREMENT PLAN | AMHERST NY | 235 | $101.7M | $334K |
| 7 | SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 94 | $16.6M | $138K |
| 8 | WINCHESTER THURSTON SCHOOL THE WINCHESTER THURSTON SCHOOL 403(B) RETIREMENT PLAN | PITTSBURGH PA | 163 | $29.3M | $76K |
| 9 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $67K |
