Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mega Cap Value Index Fund in their Schedule of Assets, totaling $3.0M 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 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $2.0M |
| 2 | SERTIFI SERTIFI PLAN | CHICAGO IL | 127 | $9.2M | $761K |
| 3 | CHRISTIAN BROTHERS AUTOMOTIVE CORPORATION CHRISTIAN BROTHERS AUTOMOTIVE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN |
HOUSTON TX |
| 136 |
| $134.8M |
| $243K |