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 Registered investment company in their Schedule of Assets, totaling $6.9M 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 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $4.2M |
| 2 | COVARIS LLC COVARIS LLC 401(K) PROFIT SHARING PLAN & TRUST | WOBURN MA | 136 | $13.7M | $973K |
| 3 | LESAFFRE INTERNATIONAL CORPORATION |
MILWAUKEE WI |
| 631 |
| $117.6M |
| $419K |
| 4 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $311K |
| 5 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $240K |
| 6 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 96 | $21.6M | $217K |
| 7 | DIENTES COMMUNITY DENTAL CARE DIENTES COMMUNITY DENTAL CARE 403(B) PLAN | SANTA CRUZ CA | 126 | $3.8M | $215K |
| 8 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $94K |
| 9 | 3RD GEN MOJO, LLC PAWLING/TAFUR MCDONALDS 401(K) PLAN | HAMILTON OH | 184 | $4.0M | $91K |
| 10 | MILES CHEMICAL COMPANY INC MILES CHEMICAL COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | ARLETA CA | 87 | $9.3M | $40K |
