Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Value ETF . . . . . . . . . . . . . . . in their Schedule of Assets, totaling $19.7M 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 | VIATRIS PHARMACEUTICALS LLC PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | CANONSBURG PA | 623 | $604.1M | $14.1M |
| 2 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $2.2M |
| 3 | AUTOMATTIC INC. |
SAN FRANCISCO CA |
| 687 |
| $140.7M |
| $821K |
| 4 | CUSTOMIZED ENERGY SOLUTIONS, LTD. CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | PHILADELPHIA PA | 162 | $40.6M | $754K |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $530K |
| 6 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA | 522 | $22.7M | $299K |
| 7 | CARNIVAL CORPORATION CARNIVAL CORPORATION QUALIFIED RETIREMENT PLAN | DORAL FL | 84 | $8.2M | $234K |
| 8 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $161K |
| 9 | AMERICAN LEGION NATIONAL HEADQUARTERS THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN | INDIANAPOLIS GA | 213 | $20.9M | $106K |
| 10 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA | 236 | $18.6M | $73K |
