Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Value Index Admiral Fund in their Schedule of Assets, totaling $9.7M 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 | FPH MORRIE'S LLC MORRIE'S 401(K) PLAN | MINNETONKA MN | 1,360 | $53.1M | $2.1M |
| 2 | GLEN RAVEN, INC. GLEN RAVEN, INC. EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN | BURLINGTON NC | 1,558 | $110.1M | $1.4M |
| 3 | R&H CONSTRUCTION CO. R&H CONSTRUCTION CO. 401(K) PROFIT SHARING RETIREMENT PLAN |
PORTLAND OR |
| 147 |
| $32.3M |
| $941K |
| 4 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $616K |
| 5 | STONE BREWING CO., LLC STONE BREWING CO., LLC 401(K) PLAN | ESCONDIDO CA | 653 | $31.4M | $547K |
| 6 | PRECISION CUSTOM COMPONENTS, LLC PRECISION CUSTOM COMPONENTS, LLC 401(K) PLAN | YORK PA | 145 | $15.2M | $537K |
| 7 | MGA RESEARCH CORPORATION MGA RESEARCH CORPORATION 401(K) RETIREMENT PLAN | AKRON NY | 159 | $41.4M | $489K |
| 8 | ONE SPA WORLD,LLC ONE SPA WORLD 401K SAVINGS PLAN I | CORAL GABLES FL | 377 | $35.9M | $433K |
| 9 | TORGERSON PROPERTIES, INC. DBA TPI HOSPITALITY TORGERSON PROPERTIES RETIREMENT SAVINGS PLAN | WILLMAR MN | 564 | $16.6M | $316K |
| 10 | VERICITY HOLDINGS, INC. VERICITY HOLDINGS, INC. 401(K) PLAN | DES PLAINES IL | 476 | $45.5M | $315K |
