Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vngrd Smcap Val Indx Adml Registered investment company in their Schedule of Assets, totaling $272K 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 | MUNCK WILSON MANDALA, LLP MUNCK WILSON MANDALA 401(K) PLAN | DALLAS TX | 177 | $36.0M | $142K |
| 2 | FINGER LAKES UNITED CEREBRAL PALSY, INC. ABILITY PARTNERS RETIREMENT PLAN | GENEVA NY | 795 | $23.3M | $129K |
| 3 | SAN DIEGO BLOOD BANK SAN DIEGO BLOOD BANK 403(B) PLAN |
SAN DEIGO CA |
| 329 |
| $17.8M |
| $1K |
