Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vngrd Smcap Val Indx Adml + in their Schedule of Assets, totaling $676K 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 | SOUTHWEST COMMUNITY HEALTH CENTER, INC. SOUTHWEST COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BRIDGEPORT CT | 317 | $10.5M | $339K |
| 2 | REHMANN LLC REHMANN LLC 401K PLAN | SAGINAW MI | 1,009 | $217.2M | $257K |
| 3 | BOONE CENTER, INC. BCI 403(B) RETIREMENT SAVINGS PLAN |
SAINT PETERS MO |
| 511 |
| $3.7M |
| $63K |
| 4 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $17K |
