Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VAN VALUE INDEX INST in their Schedule of Assets, totaling $31.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $15.4M |
| 2 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $10.8M |
| 3 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN |
EAST PROVIDENCE RI |
| 625 |
| $138.1M |
| $5.5M |