Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Small Cap Value index Admiral Shares in their Schedule of Assets, totaling $17.5M 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 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $5.9M |
| 2 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I | ROCKFORD MI | 1,076 | $200.1M | $2.9M |
| 3 | ASSURITY LIFE INSURANCE COMPANY |
LINCOLN NE |
| 389 |
| $107.0M |
| $2.6M |
| 4 | NCC GROUP INC. NCC GROUP 401K PLAN | SAN FRANCISCO CA | 310 | $56.5M | $1.1M |
| 5 | BALDWIN RICHARDSON FOODS COMPANY BALDWIN RICHARDSON FOODS COMPANY 401(K) PROFIT SHARING PLAN | MACEDON NY | 665 | $30.6M | $1.0M |
| 6 | AYRES DEALERSHIP HOLDINGS, INC AYRES DEALERSHIP HOLDINGS INC 401K PLAN | FORT WAYNE IN | 175 | $10.9M | $583K |
| 7 | D P PREISS COMPANY INC D P PREISS COMPANY INC 401K PROFIT SHARING PLAN & TRUST | RALEIGH NC | 373 | $15.0M | $478K |
| 8 | MID-MISSOURI BANK MID-MISSOURI BANK EMPLOYEES 401K PLAN | SPRINGFIELD MO | 185 | $20.2M | $345K |
| 9 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $324K |
| 10 | SECURITY EQUIPMENT CORPORATION SECURITY EQUIPMENT CORPORATION 401(K) PLAN | FENTON MO | 131 | $6.7M | $278K |
