Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard small cap value fund in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYDRIL USA DISTRIBUTION, LLC HMH 401(K) PLAN | HOUSTON TX | 635 | $57.3M | $3.0M |
| 2 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $520K |
| 3 | TRANSPORTATION IMPACT LLC TRANSPORTATION IMPACT, LLC 401(K) PROFIT SHARING PLAN |
EMERALD ISLE NC |
| 170 |
| $12.6M |
| $60K |
