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 Fd in their Schedule of Assets, totaling $52.7M 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 | BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUST PUGET SOUND ELECTRICAL WORKERS PENSION PLAN | SEATTLE WA | 4,745 | $1.3B | $46.1M |
| 2 | UNITED ASSN OF JOURNEYMEN & APPRENTICE LOCAL 198 AFL-CIO PENSION FUND UNITED ASSO JOURNEYMEN & APPRNC PENSION FUND | JACKSONVILLE FL | 810 | $202.1M | $6.5M |
| 3 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 120 | $24.1M | $96K |
| 4 | WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 391 | $7.0M | $68K |