Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Val Idx Adm in their Schedule of Assets, totaling $777K 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 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $245K |
| 2 | UNITED PARENTS, INC. DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN | ALBANY GA | 47 | $11.0M | $164K |
| 3 | NEXUS PHARMACEUTICALS, LLC NEXUS PHARMACEUTICALS, LLC 401(K) AND PROFIT SHARING PLAN |
LINCOLNSHIRE IL |
| 94 |
| $12.3M |
| $136K |
| 4 | BENEDICTINE UNIVERSITY BENEDICTINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LISLE IL | 379 | $100.7M | $132K |
| 5 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $100K |