Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VANG VALUE IDX ADM Mutual funds in their Schedule of Assets, totaling $2.6M 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 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $1.7M |
| 2 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $694K |
| 3 | NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, |
ANAHEIM CA |
| 176 |
| $19.0M |
| $173K |