Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Sm Cap Val Index Adm in their Schedule of Assets, totaling $5.0M 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 | ENSIGN UNITED STATES DRILLING INC. ENSIGN UNITED STATES DRILLING INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 2,516 | $103.0M | $2.9M |
| 2 | BARBRI, INC. BARBRI, INC. 401(K) PLAN | DALLAS TX | 408 | $46.9M | $1.5M |
| 3 | ALLERVIE AND CLINICAL HOLDINGS, LLC ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN |
FRISCO TX |
| 412 |
| $17.0M |
| $368K |
| 4 | HYBE AMERICA INC. HYBE AMERICA INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 222 | $10.1M | $191K |
| 5 | ORANGE EV, LLC ORANGE EV, LLC 401(K) PLAN | KANSAS CITY KS | 171 | $1.3M | $24K |
