Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Small-cap Value Index Admiral Mutual Fund N/A in their Schedule of Assets, totaling $12.4M 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 | PRENT CORPORATION PRENT CORPORATION EMPLOYEES' PROFIT SHARING PLAN | JANESVILLE WI | 400 | $47.2M | $2.1M |
| 2 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.5M |
| 3 | EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN |
GREENFIELD WI |
| 489 |
| $50.1M |
| $1.2M |
| 4 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $1.2M |
| 5 | GOOD SAMARITAN HOSPITAL ASSOCIATION GOOD SAMARITAN HOSPITAL ASSOCIATION 401(K) PLAN | RUGBY ND | 237 | $18.2M | $816K |
| 6 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 252 | $18.5M | $770K |
| 7 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $593K |
| 8 | GOEX CORPORATION GOEX CORPORATION EMPLOYEES' PROFIT SHARING PLAN | JANESVILLE WI | 200 | $13.4M | $501K |
| 9 | UNITED HOSPITAL DISTRICT, INC. UNITED HOSPITAL DISTRICT 403(B) PLAN | BLUE EARTH MN | 298 | $20.8M | $466K |
| 10 | STONERIDGE COMPANIES, LLC STONERIDGE COMPANIES, LLC 401(K) PLAN | FARGO ND | 270 | $32.9M | $402K |
