Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Small-Cap Value Index Admiral N/R in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,458 | $124.5M | $372K |
| 2 | AK-CHIN INDIAN COMMUNITY AK-CHIN INDIAN COMMUNITY 401(K) RETIREMENT SAVINGS PLAN | MARICOPA AZ | 523 | $15.2M | $267K |
| 3 | MCCARTHY TIRE SERVICE COMPANY MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN |
WILKES BARRE PA |
| 1,267 |
| $38.3M |
| $196K |
| 4 | FORTIS LIFE SCIENCES LLC FORTIS LIFE SCIENCES, LLC 401(K) PLAN | WALTHAM MA | 212 | $21.0M | $137K |
| 5 | CMG CHELSEA, LLC CMG CHELSEA, LLC AND AFFILIATES 401(K) PLAN | FANWOOD NJ | 303 | $15.0M | $114K |
| 6 | REMKE MARKETS, INC. REMKE MARKETS, INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | FINDLAY OH | 699 | $9.8M | $85K |
| 7 | ORTHOFIX US LLC ORTHOFIX 401(K) RETIREMENT PLAN | LEWISVILLE TX | 1,277 | $152.6M | $80K |
