Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 826 retirement plans report an interest in this investment, totaling $171.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Vanguard Value Index Fund, Vanguard Value Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $5.7M |
| 2 | FARMERS BANK FARMERS BANK 401K PLAN | BUHL ID | 79 | — | $4.8M |
| 3 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $4.4M |
| 4 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $3.4M |
| 5 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $3.3M |
| 6 | MACON ORTHOPAEDIC & HAND CENTER, PA MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN | MACON GA | 305 | $49.2M | $3.3M |
| 7 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $2.7M |
| 8 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $2.5M |
| 9 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $2.3M |
| 10 | AMERICAN PULVERIZER COMPANY AMERICAN PULVERIZER COMPANY/HUSTLER CONVEYOR EMPLOYEES' PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 120 | $16.6M | $2.1M |
