Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Vanguard Small-Cap Value Index Fund in their Schedule of Assets, totaling $42.1M 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 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $11.8M |
| 2 | EDUCATION MINNESOTA EDUCATION MINNESOTA EMPLOYEES PENSION PLAN | ST. PAUL MN | 160 | $129.4M | $8.2M |
| 3 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN |
DALLAS TX |
| 418 |
| $109.5M |
| $7.9M |
| 4 | SAF-HOLLAND, INC. SAF-HOLLAND, INC. 401(K) SAVINGS PLAN | MUSKEGON MI | 644 | $83.4M | $1.5M |
| 5 | ANESTHESIA PRACTICE CONSULTANTS, P.C. ANESTHESIA PRACTICE CONSULTANTS, P.C. SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 272 | $188.0M | $1.5M |
| 6 | SHORT-ELLIOTT-HENDRICKSON, INC. SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN | ST PAUL MN | 945 | $196.2M | $1.5M |
| 7 | LENCO INDUSTRIES, INC. LENCO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | PITTSFIELD MA | 90 | $13.9M | $787K |
| 8 | STRATUS TEAM, LLC STRATUS TEAM, LLC 401(K) PLAN | MOON TOWNSHIP PA | 440 | $38.2M | $765K |
| 9 | FLANIGANS ENTERPRISES, INC. FLANIGAN'S 401(K) PLAN | FORT LAUDERDALE FL | 7,423 | $14.5M | $545K |
| 10 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $532K |
