Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vangrd Value Index Fund Adm Mutual fund in their Schedule of Assets, totaling $3.2M 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 | WESTERN RESERVE CARE SOLUTIONS WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN | CLEVELAND OH | 972 | $47.0M | $1.5M |
| 2 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $1.3M |
| 3 | MAESTRO FINANCIAL SOLUTIONS, LLC |
NORTH CALDWELL NJ |
| 157 |
| $12.0M |
| $213K |
| 4 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $142K |
| 5 | DISCOPYLABS DISCOPYLABS 401(K) PLAN | FREMONT CA | 246 | $8.0M | $23K |
| 6 | HARLEM RBI 403(B) RETIREMENT PLAN FOR HARLEM RBI | NEW YORK NY | 112 | $6.1M | $19K |