Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Small-Cap Value in their Schedule of Assets, totaling $20.2M 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 | DICKINSON FINANCIAL CORPORATION DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN | KANSAS CITY MO | 1,084 | $73.0M | $3.9M |
| 2 | IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON NJ | 989 | $298.1M | $3.7M |
| 3 | AC JOHNSTON LTD. AC JOHNSTON 401K PLAN |
ROCKFORD IL |
| 103 |
| $23.3M |
| $2.9M |
| 4 | SELF-HELP SERVICES CORPORATION 403(B) PLAN FOR SELF-HELP SERVICES CORPORATION | DURHAM NC | 264 | $84.0M | $2.9M |
| 5 | SELF-HELP SERVICES CORPORATION SELF HELP EMPLOYEE 401(K) PLAN | DURHAM NC | 720 | $52.3M | $2.3M |
| 6 | THE WILLIAM K. WARREN FOUNDATION THE WARREN EMPLOYEES' RETIREMENT PLAN | TULSA OK | 21 | $29.7M | $2.2M |
| 7 | BOARD OF TRUSTEES OF THE INSULATORS AND ALLIED WORKERS LOCAL 81 PENSIO LOCAL 81 INT'L ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS PENSION PLAN | MOLINE IL | 97 | $22.6M | $1.5M |
| 8 | COMPORIUM, INC. COMPORIUM INC RETIREE MEDICAL PLAN | ROCK HILL SC | 218 | $7.9M | $253K |
| 9 | TRUSTEES OF OPERATING ENGINEERS LOCAL 148 HEALTH OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST | ST. LOUIS MO | 100 | $5.8M | $184K |
| 10 | SACRAMENTO EAR NOSE AND THROAT SURGICAL AND MEDICAL GROUP INC SACRAMENTO ENT MEDICAL GROUP INC. PROFIT SHARING PLAN | SACRAMENTO CA | 133 | $35.1M | $177K |
