Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Small-Cap Value Index Adm Registered investment company 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 | NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION 403B RETIREMENT PLAN | ROME NY | 381 | $72.0M | $2.2M |
| 2 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $1.3M |
| 3 | REFLEXION MEDICAL |
HAYWARD CA |
| 251 |
| $30.9M |
| $244K |
| 4 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | EAST LIBERTY OH | 3,565 | $78.2M | $242K |
| 5 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $214K |
| 6 | INCLOUD LLC ONTRA 401(K) PLAN | CONCORD CA | 329 | $20.2M | $115K |
| 7 | HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND OR | 339 | $110.2M | $111K |
| 8 | BRUMIS IMPORTS INC. D/B/A CORE HOME CORE HOME 401(K) PLAN | NEW YORK NY | 168 | $5.4M | $58K |
| 9 | VALUE ADDED DISTRIBUTORS LLC VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN | GREEN LAKE WI | 208 | $6.9M | $28K |
| 10 | PENINSULA BEHAVIORAL HEALTH THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH | PORT ANGELES WA | 137 | $8.2M | $20K |
