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 Fund Admiral Mutual funds in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $4.0M |
| 2 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $3.2M |
| 3 | MAKI CORPORATION MAKI CORPORATION 401(K) PROFIT SHARING PLAN |
GARDNER MA |
| 127 |
| $7.7M |
| $150K |
| 4 | WESTFALIA TECHNOLOGIES, INC. WESTFALIA TECHNOLOGIES, INC. SAVINGS PLAN | YORK PA | 197 | $16.3M | $100K |
