Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Admiral Registered investment company in their Schedule of Assets, totaling $6.2M 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 | NETSMART TECHNOLOGIES, INC. NETSMART TECHNOLOGIES, INC. 401(K) PLAN | OVERLAND PARK KS | 2,683 | $283.5M | $3.0M |
| 2 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $1.3M |
| 3 | ALS GROUP USA, CORP. ALS GROUP USA 401(K) PLAN |
HOUSTON TX |
| 829 |
| $114.4M |
| $804K |
| 4 | CAPSTONE ON-CAMPUS MANGEMENT, LLC CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN | VESTAVIA HILLS AL | 297 | $23.8M | $708K |
| 5 | F. KORBEL & BROS. F. KORBEL & BROS. 401(K) RETIREMENT PLAN | GUERNEVILLE CA | 282 | $89.8M | $138K |
| 6 | URBAN RENAISSANCE GROUP, LLC URBAN RENAISSANCE 401(K) PLAN AND TRUST | SEATTLE WA | 183 | $29.3M | $89K |
| 7 | NORTHWEST HARDWOODS, INC. NORTHWEST HARDWOODS, INC. 401(K) PLAN | TACOMA WA | 1,020 | $92.2M | $62K |
| 8 | HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN | SALISBURY MD | 143 | $4.8M | $30K |
| 9 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $20K |
