Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Small-Cap Value ETF " in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONMOUTH CARDIOLOGY ASSOCIATES, LLC MONMOUTH CARDIOLOGY ASSOCIATES, LLC 401(K) PLAN | EATONTOWN NJ | 138 | $46.7M | $1.6M |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $728K |
| 3 | SPIFF, INC. SPIFF, INC. 401(K) PLAN |
SANDY UT |
| 226 |
| $5.5M |
| $306K |
| 4 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $299K |
| 5 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $276K |
| 6 | SAINT PETERS UNIVERSITY RETIREMENT PLAN FOR SAINT PETERS UNIVERSITY AND ST. PETERS PREP SCHOOL | JERSEY CITY NJ | 53 | $33.2M | $238K |
| 7 | THE BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS DEFINED CONTRIBUTION PL INDIANA TEAMSTERS DEFINED CONTRIBUTION PLAN | INDIANAPOLIS IN | 1,730 | $4.5M | $173K |
| 8 | COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN COMMUNITY ACCESS UNLIMITED, INC WELFARE BENEFIT PLAN | ELIZABETH NJ | 636 | $8.1M | $164K |
| 9 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $151K |
| 10 | FIF ST GEORGE LLC INFOWEST, INC 401(K) PLAN | ST GEORGE UT | 108 | $2.7M | $116K |
