Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Russell 1000 Value Mutual Fund in their Schedule of Assets, totaling $8.9M 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 | COPIC TRUST COPIC COMPANIES DEFINED BENEFIT PENSION PLAN AND TRUST | DENVER CO | 122 | $71.3M | $8.9M |
