Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small-Cap Value Index Mutual Fund N/A in their Schedule of Assets, totaling $9.5M 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 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $6.8M |
| 2 | UNIVERSITY OF MARY UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN | BISMARCK ND | 460 | $71.7M | $1.1M |
| 3 | MAGNUM ELECTRIC, INC. |
WEST FARGO ND |
| 373 |
| $13.4M |
| $686K |
| 4 | TMI GROUP INCORPORATED TMI 401(K) PROFIT SHARING TRUST | DICKINSON ND | 255 | $30.5M | $608K |
| 5 | CASCADE WEST TITLE COMPANY, LLC DBA CW TITLE CASCADE WEST TITLE COMPANY, LLC DBA CW TITLE 401(K) PLAN | BELLEVUE WA | 225 | $11.3M | $322K |
