Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Value Index Fund Mutual fund in their Schedule of Assets, totaling $38.2M 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 | RESEARCH TRIANGLE INSTITUTE RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE | RESEARCH TRIANGLE PARK NC | 3,759 | $1.2B | $38.2M |
| 2 | THE ARC/MORRIS COUNTY CHAPTER, NJ 403B THRIFT PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. | MORRIS PLAINS NJ | 379 | $7.7M | $44K |
| 3 | SIRIUS TECHNICAL SERVICES, INC. |
MOBILE AL |
| 582 |
| $6.1M |
| $26K |
| 4 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $1K |
