Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Registered investment companies in their Schedule of Assets, totaling $1.1M 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 | CAS SEVERN, INC. CAS SEVERN, INC. 401(K) PROFIT SHARING PLAN | LAUREL MD | 59 | $31.6M | $798K |
| 2 | EFFINGHAM MACHINING & ASSEMBLY COMPONENTS, INC. EMAC 401(K) PLAN | EFFINGHAM IL | 150 | $13.9M | $289K |