Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Group Vanguard Value Index Fund Admiral Shares in their Schedule of Assets, totaling $6.5M 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 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $3.4M |
| 2 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 108 | $16.5M | $1.3M |
| 3 | TRIAD TECHNOLOGIES, LLC |
VANDALIA OH |
| 306 |
| $25.5M |
| $908K |
| 4 | LOLLYTOGS, LTD. LT APPAREL GROUP 401(K) PLAN | HOLMDEL NJ | 320 | $31.5M | $414K |
| 5 | YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN NY | 525 | $12.6M | $247K |
| 6 | HOPEWEST HOPEWEST 403(B) PLAN | GRAND JUNCTION CO | 442 | $21.3M | $203K |
