Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 213 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund - in their Schedule of Assets, totaling $265.6M 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 | BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUST WESTERN WASHINGTON LABORERS-EMPLOYERS PENSION PLAN | BOTHELL WA | 10,033 | $1.5B | $45.4M |
| 2 | NRG AFFILIATE SERVICES, INC NRG AFFILIATES EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 11,745 | $2.3B | $35.4M |
| 3 | BOKF, NA BOK FINANCIAL 401(K) PLAN |
TULSA OK |
| 4,961 |
| $1.2B |
| $17.3M |
| 4 | THE NABHOLZ GROUP, INC. NAB PENSION RETIREMENT PLAN & TRUST | CONWAY AR | 1,466 | $155.2M | $14.1M |
| 5 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $11.8M |
| 6 | CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA MN | 2,638 | $292.4M | $11.1M |
| 7 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $8.5M |
| 8 | EDUCATION MINNESOTA EDUCATION MINNESOTA EMPLOYEES PENSION PLAN | ST. PAUL MN | 160 | $129.4M | $8.2M |
| 9 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | DALLAS TX | 418 | $109.5M | $7.9M |
| 10 | COILCRAFT, INC. COILCRAFT RETIREMENT PLAN | CARY IL | 479 | $166.2M | $7.0M |
