Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Explorer Value Investment Fund Registered investment company in their Schedule of Assets, totaling $107K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $58K |
| 2 | THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD OUP USA THRIFT PLAN | NEW YORK NY | 245 | $29.5M | $28K |
| 3 | OUP USA OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 326 |
| $72.6M |
| $21K |
