Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding Vanguard Small‐Cap Value Index Fund Mutual fund in their Schedule of Assets, totaling $128.1M 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 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 72,376 | $2.5B | $18.9M |
| 2 | VITALMD GROUP HOLDING. LLC VITALMD 401(K) PLAN | MIAMI FL | 2,859 | $371.9M | $18.1M |
| 3 | VALVE CORPORATION THE VALVE CORPORATION 401K PLAN AND TRUST | BELLEVUE |
| 357 |
| $291.5M |
| $13.8M |
| 4 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $8.8M |
| 5 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $6.9M |
| 6 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $5.3M |
| 7 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN | FARMINGTON HILLS MI | 720 | $230.6M | $4.7M |
| 8 | WIND RIVER SYSTEMS, INC. WIND RIVER SYSTEMS, INC. 401(K) PLAN | ALAMEDA CA | 503 | $314.1M | $3.3M |
| 9 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $3.2M |
| 10 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $2.8M |
