Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Vanguard- Vanguard Small Cap Value Index Fund Admiral Shares in their Schedule of Assets, totaling $26.3M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $5.3M |
| 2 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $3.5M |
| 3 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST |
LIVONIA MI |
| 2,507 |
| $172.1M |
| $2.3M |
| 4 | SYSTEMS & TECHNOLOGY RESEARCH LLC STR 401(K) RETIREMENT SAVINGS PLAN | WOBURN MA | 810 | $178.5M | $1.7M |
| 5 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $1.5M |
| 6 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $1.2M |
| 7 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN | HOUSTON TX | 1,334 | $43.9M | $1.2M |
| 8 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $1.1M |
| 9 | COMPUTER GENERATED SOLUTIONS, INC. COMPUTER GENERATED SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 419 | $44.9M | $883K |
| 10 | GIL-BAR INDUSTRIES INC. GIL-BAR INDUSTRIES INC.401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 323 | $56.3M | $621K |
