Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Vanguard Vanguard Small-cap Value Index in their Schedule of Assets, totaling $35.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HALF PRICE BOOKS RECORDS MAGAZINES INC. HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,880 | $115.4M | $7.2M |
| 2 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $6.0M |
| 3 | BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988 |
WASHINGTON DC |
| 2,247 |
| $234.8M |
| $5.5M |
| 4 | WISCONSIN DIAGNOSTIC LABORATORIES WISCONSIN DIAGNOSTIC LABORATORIES RETIREMENT SAVINGS PLAN AND TRUST | MILWAUKEE WI | 442 | $59.8M | $3.4M |
| 5 | STONERIDGE, INC. STONERIDGE INC. 401(K) RETIREMENT PLAN | NOVI MI | 678 | $112.3M | $2.7M |
| 6 | ST. PAUL EYE CLINIC, P.A. ST. PAUL EYE CLINIC, P.A. PROFIT SHARING PLAN | WOODBURY MN | 180 | $52.7M | $2.2M |
| 7 | AFFORDABLE INTERIOR SYSTEMS, INC. AFFORDABLE INTERIOR SYSTEMS, INC. 401(K) PLAN | LEOMINSTER MA | 883 | $30.5M | $1.0M |
| 8 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $1.0M |
| 9 | TRUSTBRIDGE, INC. TRUSTBRIDGE 401(K) PLAN | WEST PALM BEACH FL | 1,076 | $69.6M | $803K |
| 10 | LIFELONG MEDICAL CARE LIFELONG MEDICAL CARE 403(B) PLAN | BERKELEY CA | 1,011 | $45.8M | $476K |
