Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 148 U.S. retirement plans report holding Vanguard Small‐Cap Value Index Fund - Admiral Shares in their Schedule of Assets, totaling $48.3M 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 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $5.3M |
| 2 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $3.7M |
| 3 | EMERGEORTHO, P.A. |
DURHAM NC |
| 1,014 |
| $213.8M |
| $2.1M |
| 4 | PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE OR | 1,342 | $243.3M | $2.0M |
| 5 | TRUSTEES OF THE PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL UNION 553 PENSION PLAN | EAST ALTON IL | 277 | $59.7M | $1.9M |
| 6 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | DUARTE CA | 7,902 | $450.4M | $1.8M |
| 7 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $1.6M |
| 8 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $1.5M |
| 9 | SYSTEMS APPLICATION & TECHNOLOGIES, INC. SYSTEMS APPLICATION & TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LARGO MD | 601 | $52.2M | $1.2M |
| 10 | COHESITY, INC. COHESITY, INC. 401(K) PLAN | SAN JOSE CA | 2,153 | $142.7M | $1.2M |
