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 mutual fund in their Schedule of Assets, totaling $1.3M 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 | AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT MO | 156 | $35.8M | $777K |
| 2 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $259K |
| 3 | JACKSON HEART CLINIC, P.A. JACKSON HEART CLINIC, P.A. 401(K) PLAN |
JACKSON MS |
| 137 |
| $42.1M |
| $126K |
| 4 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $113K |
| 5 | MASTERCOOL, INC. MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | RANDOLPH NJ | 125 | $17.3M | $25K |
