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 Value in their Schedule of Assets, totaling $8.8M 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 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $7.9M |
| 2 | HCI SYSTEMS, INC. HCI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 910 | $22.2M | $409K |
| 3 | GABLE SIGNS & GRAPHICS, INC. GABLE SIGNS & GRAPHICS, INC. 401(K) PLAN |
BALTIMORE MD |
| 145 |
| $14.0M |
| $379K |
| 4 | KOMLINE-SANDERSON KOMLINE-SANDERSON 401(K) PLAN | PEAPACK NJ | 444 | $44.0M | $100K |
| 5 | A.R.M. 401(K) PLAN A.R.M. 401(K) PLAN | LAKELAND FL | 195 | $2.8M | $3K |
