Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Small-Cap Val Idx Adm Registered Investment Company in their Schedule of Assets, totaling $26.1M 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 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $10.3M |
| 2 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN | PRINCETON NJ | 9,201 | $1.7B | $10.2M |
| 3 | PARTNER REINSURANCE COMPANY OF THE U.S. PARTNER REINSURANCE COMPANY OF THE U.S. 401(K) PLAN |
STAMFORD CT |
| 279 |
| $216.9M |
| $4.3M |
| 4 | GAF, LLC GAF, LLC CAPITAL ACCUMULATION PLANS | PARSIPPANY NJ | — | $1.1B | $685K |
| 5 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $359K |
| 6 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $163K |
| 7 | NORTHWESTERN LLC NORTHWESTERN LLC 401(K) PLAN | SEATTLE WA | 168 | $1.7M | $29K |
