Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Small‐Cap Value Index Ret Opt Pooled separate account ‐ in their Schedule of Assets, totaling $588K 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 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $421K |
| 2 | PREZERO US PACKAGING, LLC PREZERO US PACKAGING, LLC EMPLOYEES RETIREMENT SAVINGS 401K PLAN | OROVILLE CA | 0 | $0 | $68K |
| 3 | PROHEALTH GROUP, INC. PROHEALTH GROUP, INC. 401K PLAN |
BIRMINGHAM AL |
| 147 |
| $2.6M |
| $45K |
| 4 | LATARA ENTERPRISE, INC. DBA FOUNDATION LABORATORY FOUNDATION LABORATORY 401(K) PROFIT SHARING PLAN | POMONA CA | 205 | $7.0M | $36K |
| 5 | CONTACTUS, LLC CONTACTUS 401(K) PLAN | HILLIARD OH | 395 | $2.1M | $18K |
