Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small Cap Value Index Admiral Mutual fund a in their Schedule of Assets, totaling $7.5M 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 | PARR LUMBER COMPANY THE PARR COMPANY 401(K) SAVINGS AND PROFIT SHARING PLAN | HILLSBORO OR | 1,389 | $130.2M | $2.9M |
| 2 | BARRETT BUSINESS SERVICES, INC. BARRETT BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN | VANCOUVER WA | 51,743 | $260.8M | $2.3M |
| 3 | ZIDELL MARINE CORPORATION |
PORTLAND OR |
| 137 |
| $81.7M |
| $1.9M |
| 4 | CERTIFIED LANGUAGES INTERNATIONAL, LLC CERTIFIED LANGUAGES INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST | PORTLAND OR | 238 | $7.6M | $199K |
| 5 | MORTGAGETRADE HOLDING CO., LLC MORTGAGETRADE 401(K) PLAN | OXFORD MS | 163 | $9.2M | $175K |