Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding Vanguard small cap value index Mutual Fund - in their Schedule of Assets, totaling $118.7M 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 | 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 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN |
CARLSBAD CA |
| 2,434 |
| $168.7M |
| $11.5M |
| 4 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $9.9M |
| 5 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN | ORANGE CA | 6,152 | $153.9M | $6.0M |
| 6 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $5.8M |
| 7 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST | KOHLER WI | — | $255.0M | $5.4M |
| 8 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $4.6M |
| 9 | THANEXUS, INC. THANEXUS, INC. RETIREMENT PLAN | WALL NJ | 352 | $125.4M | $4.5M |
| 10 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $4.3M |
