Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 125 U.S. retirement plans report holding Vanguard Small‐Cap Value Index Fund Mutual fund in their Schedule of Assets, totaling $163.2M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $25.2M |
| 2 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 72,376 | $2.5B | $18.9M |
| 3 | VITALMD GROUP HOLDING. LLC VITALMD 401(K) PLAN |
MIAMI FL |
| 2,859 |
| $371.9M |
| $18.1M |
| 4 | VALVE CORPORATION THE VALVE CORPORATION 401K PLAN AND TRUST | BELLEVUE WA | 357 | $291.5M | $13.8M |
| 5 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $8.8M |
| 6 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $6.9M |
| 7 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $5.3M |
| 8 | JJ KELLER & ASSOCIATES, INC. JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | NEENAH WI | 1,681 | $127.2M | $4.9M |
| 9 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN | FARMINGTON HILLS MI | 720 | $230.6M | $4.7M |
| 10 | WIND RIVER SYSTEMS, INC. WIND RIVER SYSTEMS, INC. 401(K) PLAN | ALAMEDA CA | 503 | $314.1M | $3.3M |
