Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 212 U.S. retirement plans report holding Vanguard Small-cap Value Index Admiral Mutual fund in their Schedule of Assets, totaling $113.1M 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 | FAITH TECHNOLOGIES INCORPORATED FAITH TECHNOLOGIES INCORPORATED 401(K) RETIREMENT PLAN | MENASHA WI | 3,723 | $377.9M | $11.9M |
| 2 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $5.1M |
| 3 | BERGSTROM INC BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN |
ROCKFORD IL |
| 437 |
| $63.7M |
| $4.5M |
| 4 | ESL FEDERAL CREDIT UNION ESL FEDERAL CREDIT UNION SAVINGS PLAN | ROCHESTER NY | 958 | $164.6M | $3.0M |
| 5 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $2.6M |
| 6 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $2.6M |
| 7 | VIRGINIA CARDIOVASCULAR SPECIALISTS, PC VIRGINIA CARDIOVASCULAR SPECIALISTS, PC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 179 | $57.6M | $2.5M |
| 8 | CAMPARI AMERICA CAMPARI AMERICA 401K RETIREMENT PLAN | NEW YORK NY | 580 | $97.9M | $2.5M |
| 9 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $2.4M |
| 10 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $2.4M |