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 Registered investment companies in their Schedule of Assets, totaling $2.5M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $2.2M |
| 2 | JERRY'S BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 277 | $18.8M | $218K |
| 3 | TIDES ADVOCACY TIDES ADVOCACY 401(K) PLAN |
LOS ANGELES CA |
| 271 |
| $10.3M |
| $97K |
| 4 | MONTGOMERY COUNTY EMERGENCY SERVICE MONTGOMERY COUNTY MH/MR EMERGENCY SERVICE RETIREMENT PLAN | NORRISTOWN PA | 206 | $14.3M | $30K |
