Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Mutual Fund NR in their Schedule of Assets, totaling $3.7M 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 | ABELSON-TAYLOR, INC. ABELSON-TAYLOR, INC. PROFIT SHARING PLAN | CHICAGO IL | 203 | $70.1M | $1.6M |
| 2 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $593K |
| 3 | THINK SYSTEMS, INC. THINK SYSTEMS, INC. 401(K) PLAN |
TIMONIUM MD |
| 139 |
| $7.1M |
| $358K |
| 4 | PRESCIENT EDGE CORPORATION PRESCIENT EDGE CORPORATION 401(K) PLAN | MCLEAN VA | 368 | $11.5M | $322K |
| 5 | BCF SOLUTIONS INC BCF SOLUTIONS 401(K) PLAN | CHANTILLY VA | 222 | $20.0M | $217K |
| 6 | AMERICA VOTES, INC. AMERICA VOTES 401(K) PLAN | WASHINGTON DC | 77 | $8.1M | $189K |
| 7 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $170K |
| 8 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN | COLUMBIA MD | 45 | $24.1M | $131K |
| 9 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 130 | $19.9M | $96K |
| 10 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $47K |
