Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Russell 1000 Value in their Schedule of Assets, totaling $11.2M 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 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK NY | 22,180 | $2.4B | $10.6M |
| 2 | IPSEN, INC. IPSEN INC. EMPLOYEE PENSION PLAN | CHERRY VALLEY IL | 25 | $12.0M | $375K |
| 3 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN |
JEFFERSONVILLE IN |
| 332 |
| $63.5M |
| $243K |