Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Institutional Shares Registered Investment Company in their Schedule of Assets, totaling $76.6M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $50.9M |
| 2 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $15.3M |
| 3 | CORNELL UNIVERSITY |
ITHACA NY |
| 5,517 |
| $2.2B |
| $5.6M |
| 4 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $4.7M |
| 5 | NEW YORK UNIVERSITY LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | NEW YORK NY | 131 | $8.0M | $26K |
