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 Vanguard Small Cap Value Index Admira ^ in their Schedule of Assets, totaling $4.4M 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 | OZARKS HEALTHCARE OZARKS HEALTHCARE 403(B) PLAN | WEST PLAINS MO | 1,184 | $52.6M | $2.7M |
| 2 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $794K |
| 3 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
OSHKOSH WI |
| 265 |
| $58.1M |
| $497K |
| 4 | FOREST CITY TECHNOLOGIES, INC. FOREST CITY TECHNOLOGIES, INC. SAVINGS AND INVESTMENT PLAN | WELLINGTON OH | 518 | $32.3M | $383K |
