Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Vanguard small cap value index Mutual Fund - in their Schedule of Assets, totaling $141.7M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $20.5M |
| 2 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $15.6M |
| 3 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES |
KOHLER WI |
| 3,604 |
| $781.3M |
| $15.4M |
| 4 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $11.5M |
| 5 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $9.9M |
| 6 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN | ORANGE CA | 6,152 | $153.9M | $6.0M |
| 7 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $5.8M |
| 8 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST | KOHLER WI | — | $255.0M | $5.4M |
| 9 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN | KOHLER WI | 4,707 | $263.9M | $5.1M |
| 10 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $4.6M |
