Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Small-Cap Value Index Admiral Mutual Fund N/A in their Schedule of Assets, totaling $8.9M 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 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.5M |
| 2 | EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD WI | 489 | $50.1M | $1.2M |
| 3 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN |
MOORHEAD MN |
| 1,122 |
| $22.3M |
| $1.2M |
| 4 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 252 | $18.5M | $770K |
| 5 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $593K |
| 6 | UNITED HOSPITAL DISTRICT, INC. UNITED HOSPITAL DISTRICT 403(B) PLAN | BLUE EARTH MN | 298 | $20.8M | $466K |
| 7 | STONERIDGE COMPANIES, LLC STONERIDGE COMPANIES, LLC 401(K) PLAN | FARGO ND | 270 | $32.9M | $402K |
| 8 | COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY MO | 424 | $76.2M | $354K |
| 9 | DEVENISH NUTRITION DEVENISH NUTRITION 401(K) RETIREMENT PLAN | FAIRMONT MN | 149 | $16.2M | $330K |
| 10 | NORLEN, INC NORLEN INC 401K PROFIT SHARING PLAN AND TRUST | SCHOFIELD WI | 120 | $9.0M | $317K |
