Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vngrd Smcap Val Indx Adml Mutual fund in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $1.3M |
| 2 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $547K |
| 3 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN |
YOUNGSTOWN OH |
| 1,156 |
| $12.7M |
| $329K |
| 4 | AREA AGENCY ON AGING DISTRICT 7 AREA AGENCY ON AGING DISTRICT 7 403B PLAN | JACKSON OH | 193 | $8.3M | $252K |
| 5 | WESTSTAR BANK WESTSTAR BANK 401(K) PLAN | EL PASO TX | 329 | $26.5M | $250K |
| 6 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $189K |
| 7 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $145K |
| 8 | MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC. MCALISTER BENEFIT PLAN | EL CAJON CA | 406 | $5.6M | $63K |
| 9 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $59K |
| 10 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $27K |
