Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund — Institutional Shares in their Schedule of Assets, totaling $124.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $65.4M |
| 2 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $20.3M |
| 3 | TRUSTEES OF DARTMOUTH COLLEGE SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE |
HANOVER NH |
| 4,433 |
| $1.1B |
| $13.6M |
| 4 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $9.1M |
| 5 | MEDIATEK USA INC. MEDIATEK USA 401(K) PLAN | SAN JOSE CA | 757 | $274.4M | $8.9M |
| 6 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $7.1M |