Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Vanguard Small‐Cap Value Index Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $21.5M 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 | CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | COVINGTON LA | 1,647 | $335.3M | $6.1M |
| 2 | CARBON, INC. CARBON, INC. 401(K) PLAN | REDWOOD CITY CA | 291 | $42.5M | $1.9M |
| 3 | UNIVERSAL ENGINEERING SCIENCES, LLC UNIVERSAL ENGINEERING SCIENCES 401(K) PLAN |
ORLANDO FL |
| 3,690 |
| $151.3M |
| $1.1M |
| 4 | WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN | LINCOLN NE | 524 | $20.2M | $1.0M |
| 5 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $984K |
| 6 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $964K |
| 7 | LUBBOCK CHRISTIAN UNIVERSITY LUBBOCK CHRISTIAN UNIVERSITY 403(B) PLAN | LUBBOCK TX | 393 | $20.9M | $843K |
| 8 | BETTER HOME & FINANCE HOLDING COMPANY BETTER HOME & FINANCE HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 526 | $58.0M | $662K |
| 9 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $638K |
| 10 | VELIR STUDIOS, LLC VELIR STUDIOS 401K PLAN | SOMERVILLE MA | 209 | $20.8M | $593K |
