Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Smcap Value Idx Adm # in their Schedule of Assets, totaling $425K 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 | MEDICRAFT, INC. MEDICRAFT, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 113 | $30.0M | $297K |
| 2 | LUTHERAN SERVICES FLORIDA INC. LUTHERAN SERVICES FLORIDA RETIREMENT PLAN | TAMPA FL | 2,911 | $23.7M | $87K |
| 3 | JAGUAR TRANSPORT HOLDINGS LLC JAGUAR TRANSPORT HOLDINGS 401K PLAN |
JOPLIN MO |
| 291 |
| $8.2M |
| $29K |
| 4 | CATHOLIC CHARITIES DIOCESE OF FORT WORTH INCORPORATED CATHOLIC CHARITIES FORT WORTH 403B PLAN | FT WORTH TX | 393 | $14.1M | $12K |
