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 ETF Mutual funds in their Schedule of Assets, totaling $307K 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 | ENGEO INCORPORATED ENGEO INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | SAN RAMON CA | 205 | $75.3M | $183K |
| 2 | CONSCIOUS CONTENT MEDIA, INC. CONSCIOUS CONTENT MEDIA, INC. D/B/A HOMER 401(K) PLAN | NEW YORK NY | 82 | $12.3M | $67K |
| 3 | DIGITAL UNITED, LLC DIGITAL UNITED, LLC 401(K) PLAN |
WEST PALM BEACH FL |
| 98 |
| $20.5M |
| $57K |