Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Vanguard Small‐Cap Value ETF in their Schedule of Assets, totaling $13.5M 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 | INTERSTATE BATTERIES, INC. INTERSTATE BATTERIES 401(K) PLAN | DALLAS TX | 1,252 | $141.4M | $2.8M |
| 2 | BURGERS OZARK COUNTRY CURED HAMS, INC BURGERS EMPLOYEES PROFIT SHARING PLAN AND TRUST | CALIFORNIA MO | 265 | $31.1M | $1.7M |
| 3 | MONMOUTH CARDIOLOGY ASSOCIATES, LLC |
EATONTOWN NJ |
| 139 |
| $54.5M |
| $1.7M |
| 4 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $1.3M |
| 5 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $728K |
| 6 | DALTON CORPORATION, WARSAW MANUFACTURING FACILITY DALTON CORPORATION, WARSAW MANUFACTURING FACILITY PENSION PLAN | WARSAW IN | 56 | $30.2M | $598K |
| 7 | FULLSTACK, INC. FULLSTACK INC. 401(K) PLAN | INDIANAPOLIS PA | 823 | $27.6M | $563K |
| 8 | ELWYN ELWYN, INC. RETIREMENT PLAN | ELWYN PA | 648 | $43.0M | $486K |
| 9 | SHAW BROTHERS CONSTRUCTION, INC. SHAW BROTHERS CONSTRUCTION PROFIT SHARING PLAN | GORHAM ME | 196 | $27.2M | $453K |
| 10 | SPIFF, INC. SPIFF, INC. 401(K) PLAN | SANDY UT | 226 | $5.5M | $306K |
