Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Small-Cap Value Fund in their Schedule of Assets, totaling $15.5M 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 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA PA | 869 | $489.3M | $7.9M |
| 2 | ATALCO GRAMERCY, LLC ATALCO LLC EMPLOYEE SAVINGS PLAN | GRAMERCY LA | 520 | $63.1M | $3.3M |
| 3 | KTGY GROUP, INC. KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN |
IRVINE CA |
| 366 |
| $66.8M |
| $2.6M |
| 4 | SOUTHERN BANCORP, INC. SOUTHERN BANCORP 401(K) RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | LITTLE ROCK AR | 569 | $53.9M | $867K |
| 5 | SHREMSHOCK ARCHITECTS, INC. SHREMSHOCK COMPANIES 401K PLAN | NEW ALBANY OH | 89 | $12.4M | $183K |
| 6 | DAY AIR CREDIT UNION, INC. DAY AIR CREDIT UNION, INC. 401(K) PLAN | KETTERING OH | 107 | $10.4M | $176K |
| 7 | CHAPEL HILL TIRE COMPANY, INC. CHAPEL HILL TIRE COMPANY, INC. RETIREMENT PLAN | CHAPEL HILL NC | 139 | $12.0M | $145K |
| 8 | DENMAR ASSOCIATES, LLC DENMAR ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | NEWMANSTOWN PA | 420 | $16.7M | $121K |
| 9 | 4G CLINICAL, LLC 4G CLINICAL, LLC 401(K) PLAN | WELLESLEY HILLS MA | 234 | $16.5M | $108K |
| 10 | AMERICANTCS FIDUCIARY SERVICES, LLC CERITY PARTNERS POOLED EMPLOYER PLAN | PITTSBURGH PA | 524 | $3.7M | $39K |
