Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small-Cap Val Idx Adm Mutual fund in their Schedule of Assets, totaling $824K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN | WASHINGTON DC | 186 | $42.0M | $425K |
| 2 | KING SCHOOL, INC. KING SCHOOL, INC. SECTION 403(B) PLAN | STAMFORD CT | 186 | $58.8M | $340K |
| 3 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION TDA |
WASHINGTON DC |
| 160 |
| $25.0M |
| $59K |
