Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Value Index Fund Admiral Shares in their Schedule of Assets, totaling $3.0M 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 | RAIN THE GROWTH AGENCY RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN | PORTLAND OR | 230 | $46.3M | $2.9M |
| 2 | PACIFIC LIFESTYLE HOMES, INC. PACIFIC LIFESTYLE HOMES, INC. 401(K) PLAN | VANCOUVER WA | 119 | $9.2M | $119K |
| 3 | SHERWOOD COUNTRY CLUB SHERWOOD COUNTRY CLUB 401(K) PLAN |
THOUSAND OAKS CA |
| 287 |
| $6.5M |
| $20K |
