Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small-Cap Val Idx Adm Fd in their Schedule of Assets, totaling $659K 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 | SHORE UNITED BANK SHORE UNITED BANK 401K PLAN | EASTON MD | 589 | $71.8M | $489K |
| 2 | ATLANTIS MARINE WORLD LLC ATLANTIS MARINE WORLD 401(K) | RIVERHEAD NY | 154 | $6.4M | $169K |