Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund;Admiral Mutual Fund in their Schedule of Assets, totaling $24.0M 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 | PRIVIA HEALTH LLC PRIVIA RETIREMENT PLAN | ARLINGTON VA | 4,858 | $462.5M | $8.4M |
| 2 | JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT MD | 556 | $62.6M | $3.0M |
| 3 | ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN |
ROCKFORD IL |
| 106 |
| $26.6M |
| $2.0M |
| 4 | FRANKCRUM 11, INC. FRANKCRUM RETIREMENT SAVINGS PLAN | CLEARWATER FL | 8,562 | $205.6M | $1.1M |
| 5 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $1000K |
| 6 | MONGODB, INC. MONGODB, INC. 401(K) PLAN | NEW YORK NY | 2,649 | $246.6M | $937K |
| 7 | PRIVIA MEDICAL GROUP GULF COAST, PLLC PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN | HOUSTON TX | 862 | $67.8M | $855K |
| 8 | CROSSCHECK, INC. CROSSCHECK, INC. 401(K) PROFIT SHARING PLAN | PETALUMA CA | 123 | $18.5M | $715K |
| 9 | AKER SOLUTIONS INC. THE AKER SOLUTIONS 401(K) SAVINGS PLAN | HOUSTON TX | 44 | $116.2M | $710K |
| 10 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $703K |
