Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Small-Cap Value Index Adm. in their Schedule of Assets, totaling $11.6M 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 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $2.1M |
| 2 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $919K |
| 3 | HOSPITAL SERVICE ASSOCIATES INC. APS MEDICAL BILLING SAVINGS PLAN |
TOLEDO OH |
| 385 |
| $15.2M |
| $883K |
| 4 | CHATTANOOGA ORTHOPAEDIC GROUP P.C. CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 419 | $51.8M | $859K |
| 5 | WYMAN SICHER EYE ASSOCIATES, SC ILLINOIS EYE CENTER 401(K) PROFIT SHARING PLAN | PEORIA IL | 214 | $24.5M | $768K |
| 6 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON ND | 542 | $54.2M | $650K |
| 7 | WOOD FIBER HOLDINGS, INC. WOOD FIBER HOLDINGS, INC. RETIREMENT PLAN | FITCHBURG MA | 942 | $88.8M | $430K |
| 8 | COOKE SEAFOODS USA COOKE SEAFOODS USA 401(K) PLAN | SUFFOLK VA | 883 | $64.4M | $409K |
| 9 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 2,059 | $74.1M | $388K |
| 10 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $384K |
