Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Small Cap value Index Pooled Separate Accounts in their Schedule of Assets, totaling $2.0M 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 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $705K |
| 2 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $580K |
| 3 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN |
| 123 |
| $19.7M |
| $198K |
| 4 | SPARQ HOLDINGS, INC. AMPLIFY CONSULTING PARTNERS, INC. 401(K) PLAN | BELLEVUE WA | 103 | $5.7M | $88K |
| 5 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $87K |
| 6 | AEYE, INC. AEYE, INC. 401(K) PLAN | PLEASANTON CA | 48 | $10.4M | $85K |
| 7 | AMPLIFY CONSULTING PARTNERS, INC. AMPLIFY CONSULTING PARTNERS, INC. 401(K) PLAN | BELLEVUE WA | 100 | $4.6M | $83K |
| 8 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN TX | 187 | $6.6M | $55K |
| 9 | MEYER CORPORATION U.S. MEYER -HESTAN 401(K) RETIREMENT PLAN | VALLEJO CA | 333 | $75.8M | $43K |
| 10 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $29K |
