Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Russell 1000 Value Index Fund in their Schedule of Assets, totaling $12.2M 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 | NISOURCE INC. NISOURCE POST-65 RETIREE MEDICAL PLAN | MERRILLVILLE IN | 0 | $126.6M | $6.9M |
| 2 | NISOURCE INC. NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM | MERRILLVILLE IN | 7,725 | $154.7M | $5.4M |
