Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 150 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Value Index Admiral in their Schedule of Assets, totaling $68.5M 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 | FUGRO (USA) HOLDINGS INC THE FUGRO 401(K) PLAN | HOUSTON TX | 1,194 | $306.6M | $7.0M |
| 2 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $5.0M |
| 3 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN |
DANBURY CT |
| 514 |
| $80.9M |
| $3.3M |
| 4 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $2.8M |
| 5 | QUINN EVANS ARCHITECTS, INC. QUINN EVANS ARCHITECTS, INC. EMPLOYEE RETIREMENT BENEFIT PLAN | ANN ARBOR MI | 212 | $37.9M | $2.6M |
| 6 | FINTHRIVE FINTHRIVE 401(K) PLAN | PLANO TX | 1,488 | $183.5M | $2.0M |
| 7 | NEWKIRK ELECTRIC ASSOCIATES, INC. NEWKIRK ELECTRIC ASSOCIATES, INC. 401(K) PROFIT-SHARING PLAN | MUSKEGON MI | 154 | $36.4M | $1.9M |
| 8 | PCS RETIREMENT, LLC FIDUCIARY SERVICES GROUP 401(K) PLAN | WILMINGTON DE | 429 | $30.3M | $1.9M |
| 9 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $1.7M |
| 10 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MUNDELEIN IL | 579 | $48.4M | $1.7M |
