Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 140 U.S. retirement plans report holding Vanguard Small-cap Value Index in their Schedule of Assets, totaling $127.5M 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $28.3M |
| 2 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $17.4M |
| 3 | KALEIDA HEALTH CORPORATE BENEFITS KALEIDA HEALTH PENSION GROWTH PLAN | BUFFALO NY | 5,918 | $851.8M | $9.0M |
| 4 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $5.5M |
| 5 | PJTC HOLDINGS, INC. PJTC HOLDINGS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | PITTSBURGH PA | 670 | $320.2M | $5.5M |
| 6 | PILOT TRAVEL CENTERS LLC PILOT TRAVEL CENTERS LLC 401(K) PLAN | KNOXVILLE TN | 29,888 | $506.9M | $5.4M |
| 7 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $4.8M |
| 8 | NORTH BEND MEDICAL CENTER, INC. NORTH BEND MEDICAL CENTER 401(K) PLAN | COOS BAY OR | 314 | $74.4M | $3.0M |
| 9 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $2.7M |
| 10 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $2.5M |
