Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VANGUARD SMCAP VAL INDEX, INST Registered Investment Company in their Schedule of Assets, totaling $12.6M 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 | REXEL USA, INC. REXEL USA, INC. SECTION 401(K) SAVINGS PLAN | DALLAS TX | 7,235 | $972.5M | $12.6M |
