Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small Cap Value Index Admiral Mutual fund (1) in their Schedule of Assets, totaling $6.7M 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 | ROBERTET, INC. ROBERTET USA 401(K) PLAN | MT. OLIVE NJ | 404 | $111.9M | $3.1M |
| 2 | THE BURKE GROUP, LTD. THE BURKE GROUP 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 466 | $138.1M | $2.6M |
| 3 | EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN AND TRUST |
FORT WAYNE IN |
| 141 |
| $31.3M |
| $846K |
| 4 | GREENFIELD REHABILITATION AGENCY, INC. GREENFIELD REHABILITATION AGENCY INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 364 | $20.5M | $210K |
