Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund Registered investment company in their Schedule of Assets, totaling $28.4M 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 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $17.6M |
| 2 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $3.9M |
| 3 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN |
WEST CHESTER PA |
| 1,041 |
| $546.0M |
| $3.9M |
| 4 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $963K |
| 5 | AL & JOHN, INC. AL & JOHN, INC. 401(K) PROFIT SHARING PLAN | WEST CALDWELL NJ | 186 | $9.9M | $519K |
| 6 | DEKRA NORTH AMERICA, INC. DEKRA AMERICA, INC. 401(K) PLAN | ATLANTA GA | 559 | $49.0M | $510K |
| 7 | FISHERMEN'S FINEST, INC. FISHERMEN'S FINEST, INC. 401(K) PLAN | KIRKLAND WA | 112 | $5.7M | $429K |
| 8 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $268K |
| 9 | PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS PA | 223 | $5.5M | $102K |
| 10 | AMR RESOURCES, LLC AMR RESOURCES 401(K) PLAN | MARIETTA GA | 59 | $4.3M | $76K |
