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 Admiral in their Schedule of Assets, totaling $1.8M 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 | PINEHURST MEDICAL CLINIC, INC. PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | PINEHURST NC | 823 | $152.9M | $1.2M |
| 2 | MECHANICAL EQUIPMENT COMPANY, INC. MECHANICAL EQUIPMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 252 | $21.5M | $427K |
| 3 | WELDON, WILLIAMS & LICK, INC. |
FORT SMITH AR |
| 137 |
| $27.2M |
| $167K |
