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 I in their Schedule of Assets, totaling $14.7M 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 | HODGSON RUSS LLP HODGSON RUSS LLP 401(K) PLAN | BUFFALO NY | 477 | $174.8M | $7.8M |
| 2 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $6.9M |
