Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Value Index Fund in their Schedule of Assets, totaling $9.2M 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 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $3.3M |
| 2 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $2.4M |
| 3 | ALPINE BANKS OF COLORADO |
GLENWOOD SPRINGS CO |
| 748 |
| $160.9M |
| $1.2M |
| 4 | SUNBELT MARKETING INVESTMENT CORP. SUNBELT MARKETING INVESTMENT CORP. 401(K) PLAN | AUSTELL GA | 255 | $8.7M | $915K |
| 5 | HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN | MCLEAN VA | 395 | $37.1M | $736K |
| 6 | EMKAY, INC. EMKAY, INC. PROFIT SHARING PLAN | ITASCA IL | 137 | $6.7M | $622K |
| 7 | GOODWILL INDUSTRIES OF CENTRAL ALABAMA, INC. GOODWILL OF CENTRAL ALABAMA FEDERAL CONTRACT EMPLOYEE'S PLAN | MONTGOMERY AL | 135 | $3.9M | $181 |
