Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small-Cap Value Index Mutual Funds - in their Schedule of Assets, totaling $362K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN RACING & ENTERTAINMENT, LLC AMERICAN RACING & ENTERTAINMENT, LLC 401(K) PLAN | NICHOLS NY | 722 | $13.4M | $233K |
| 2 | HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS MO | 178 | $16.3M | $61K |
| 3 | PGTEK INC. PGTEK, INC. 401(K) PROFIT SHARING PLAN & TRUST |
ASHBURN VA |
| 116 |
| $5.1M |
| $35K |
| 4 | CAFE RIO, INC. CAFE RIO, INC. 401(K) PLAN | SALT LAKE CITY UT | 3,377 | $16.7M | $32K |