Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small Cap Value Index Fund N/A in their Schedule of Assets, totaling $1.7M 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 | SOURCEAMERICA SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | VIENNA VA | 425 | $135.1M | $712K |
| 2 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $684K |
| 3 | WILDERNESS HOTEL & RESORT, INC. WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN |
WISCONSIN DELLS WI |
| 937 |
| $21.2M |
| $255K |
