Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small Cap Value Adm Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | SKYWARD SERVICE GROUP SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN | HOUSTON TX | 584 | $54.9M | $2.1M |
| 2 | EPIRUS, INC. EPIRUS, INC. 401(K) PLAN | TORRANCE CA | 153 | $13.5M | $275K |
| 3 | LOS ALAMOS TECHNICAL ASSOCIATES, INC. LOS ALAMOS TECHNICAL ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN | ALBUQUERQUE NM | 312 | $23.0M | $237K |
