Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Sm Cap Val Idx Adm in their Schedule of Assets, totaling $2.1M 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 | STAR ONE CREDIT UNION STAR ONE CREDIT UNION SAVINGS PLAN | SUNNYVALE CA | 255 | $88.9M | $1.3M |
| 2 | BEISSER'S, INC. BEISSER'S, INC. RETIREMENT PLAN | GRIMES IA | 165 | $16.1M | $397K |
| 3 | RLI SERVICES, LLC RLI SERVICES LLC 401(K) PLAN |
| 689 |
| $40.3M |
| $172K |
| 4 | CITIZANT, INC. CITIZANT, INC. 401(K) PLAN | CHANTILLY VA | 227 | $16.1M | $163K |
| 5 | THE GYPSUM GROUP THE GYPSUM GROUP 401(K) PLAN | SYRACUSE NY | 450 | $26.2M | $18K |
| 6 | VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO TX | 463 | $7.0M | $5K |
