Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Small-Cap Value Etf Exchange traded fund - in their Schedule of Assets, totaling $74.6M 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 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $73.3M |
| 2 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $564K |
| 3 | SOUTHGATE GLASS & SCREEN |
SACRAMENTO CA |
| 242 |
| $5.0M |
| $128K |
| 4 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $102K |
| 5 | THE BLACK TUX, LLC THE BLACK TUX, INC. 401(K) PLAN | SANTA MONICA CA | 356 | $5.9M | $63K |
| 6 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $60K |
| 7 | SAFERIDE, INC. SAFERIDE HEALTH 401(K) PLAN | SAN ANTONIO TX | 304 | $4.7M | $58K |
| 8 | AV SQUAD, LP AV SQUAD, LP 401(K) PLAN | LOS ANGELES CA | 166 | $16.5M | $56K |
| 9 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $49K |
| 10 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $37K |
