Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Vanguard- Vanguard Small Cap Value Index Fund Admiral Shares in their Schedule of Assets, totaling $37.1M 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 | BUFFALO ROCK COMPANY BUFFALO ROCK CO. 401(K) RETIREMENT PLAN |
BIRMINGHAM AL |
| 2,211 |
| $115.8M |
| $3.2M |
| 4 | QLARANT, INC. QLARANT MONEY PURCHASE PENSION PLAN | EASTON MD | 487 | $51.5M | $2.8M |
| 5 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $2.3M |
| 6 | NEBRASKA FURNITURE MART, INC. THE NEBRASKA FURNITURE MART, INC. PROFIT SHARING PLAN | OMAHA NE | 4,640 | $400.2M | $1.9M |
| 7 | QLARANT, INC. QLARANT 403(B) PLAN | EASTON MD | 568 | $34.3M | $1.7M |
| 8 | SYSTEMS & TECHNOLOGY RESEARCH LLC STR 401(K) RETIREMENT SAVINGS PLAN | WOBURN MA | 810 | $178.5M | $1.7M |
| 9 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $1.5M |
| 10 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $1.2M |