Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group Valued Index Admiral Mutual Fund in their Schedule of Assets, totaling $98K 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 | OTA INSIGHT, INC. OTA INSIGHT 401(K) PLAN | FRISCO TX | 149 | $5.6M | $59K |
| 2 | EVERCHARGE INC. EVERCHARGE 401(K) PLAN | SAN FRANCISCO CA | 116 | $6.0M | $39K |