Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small Cap Value Index Admiral Registered Investment Company Mutual Fund in their Schedule of Assets, totaling $868K 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 | BAIRD, HAMPTON & BROWN, INC. BAIRD, HAMPTON & BROWN SAVINGS & RETIREMENT PLAN | FORT WORTH TX | 128 | $17.8M | $711K |
| 2 | HILL & MARKES, LLC. HILL & MARKES, LLC 401(K) PLAN | AMSTERDAM NY | 165 | $8.6M | $158K |
