Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Mutual funds in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOLDEN BANK NATIONAL ASSOCIATION GOLDEN BANK NATIONAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 150 | $29.1M | $304K |
| 2 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN | HOUSTON TX | 204 | $31.2M | $281K |
| 3 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST |
CHARLOTTE NC |
| 83 |
| $27.7M |
| $232K |
| 4 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $133K |
| 5 | FOUR WINDS HEALTH, LLC FOUR WINDS HEALTH RETIREMENT PLAN | ATLANTA GA | 2,174 | $17.9M | $93K |
| 6 | ALLTRAILS, INC ALLTRAILS 401(K) PLAN | SAN FRANCISCO CA | 198 | $12.3M | $47K |
| 7 | PRO ALLIANCE, LLC PRO ALLIANCE, LLC RETIREMENT SAVINGS PLAN | LEHI UT | 132 | $6.5M | $46K |
| 8 | THE INSTITUTE FOR LIVER HEALTH II LLC EMPLOYEE 401(K) PLAN | CHANDLER AZ | 220 | $4.0M | $23K |
| 9 | S&D CAR WASH MANAGEMENT LLC QUICK QUACK CAR WASH 401(K) PLAN | ROCKLIN CA | 2,621 | $19.9M | $13K |
| 10 | LEADING PLAN SOLUTIONS, INC. LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1 | SEATTLE WA | 517 | $51.5M | $11K |
