Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Vanguard Group Vanguard Value Index Fund in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN MORIARTY & ASSOCIATES, INC. JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN | WINCHESTER MA | 424 | $104.8M | $4.1M |
| 2 | CHOICES HEALTHCARE CHOICES HEALTHCARE 401(K) RETIREMENT PLAN | LANCASTER PA | 511 | $42.6M | $3.4M |
| 3 | VICEROY HOTEL MANAGEMENT, LLC |
WEST HOLLYWOOD CA |
| 317 |
| $13.1M |
| $1.7M |
| 4 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $627K |
| 5 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $503K |
| 6 | FRANKLIN MOUNTAIN MANAGEMENT, LLC FRANKLIN MOUNTAIN MANAGEMENT, LLC 401(K) PLAN | EL PASO TX | 647 | $15.7M | $90K |
| 7 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $45K |
| 8 | THE MAGELLAN INTERNATIONAL SCHOOL OF AUSTIN THE MAGELLAN INTERNATIONAL SCHOOL RETIREMENT PLAN | AUSTIN TX | 133 | $2.3M | $31K |
