Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Vanguard Russell 1000 Value Index in their Schedule of Assets, totaling $13.8M 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 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II | CORAL GABLES FL | 1,290 | $195.0M | $7.0M |
| 2 | UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN III | CORAL GABLES FL | 8,258 | $128.1M | $6.8M |
