Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Vanguard Small-Cap Value Index Admiral in their Schedule of Assets, totaling $39.4M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $5.2M |
| 2 | SCOPELITIS GARVIN LIGHT HANSON & FEARY P.C. SCOPELITIS GARVIN LIGHT HANSON & FEARY 401K BENEFIT PLAN | INDIANAPOLIS IN | 151 | $71.2M | $4.0M |
| 3 | BLISTEX INC BLISTEX RETIREMENT SAVINGS PLAN |
OAK BROOK IL |
| 267 |
| $62.6M |
| $3.3M |
| 4 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $3.2M |
| 5 | QUESTCO HOLDINGS, INC. QUESTCO COMPANIES RETIREMENT PLAN | THE WOODLANDS TX | 11,428 | $441.6M | $3.1M |
| 6 | SEMCO ENERGY, INC. ENSTAR NATURAL GAS COMPANY RETIREMENT PLAN FOR OPERATING AND CLERICAL UNIT EMPLOYEES | PORT HURON MI | 65 | $41.1M | $2.8M |
| 7 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $1.8M |
| 8 | THE DEGOL ORGANIZATION LP DEGOL ORGANIZATION LP 401K PROFIT SHARING PLAN | ALTOONA PA | 264 | $22.3M | $1.3M |
| 9 | PULMONARY ASSOCIATES OF RICHMOND, INC. PULMONARY ASSOCIATES OF RICHMOND, INC. PROFIT SHARING PLAN | RICHMOND VA | 246 | $51.2M | $1.0M |
| 10 | FETZERS' INC. FETZERS' INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 216 | $22.5M | $902K |
