Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANGUARD SMALL CAP VALUE ADM MUTUAL FUNDS in their Schedule of Assets, totaling $22.7M 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 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $19.8M |
| 2 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $1.5M |
| 3 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN |
NORFOLK VA |
| 209 |
| $195.6M |
| $1.0M |
| 4 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $424K |