Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Russell 2000 Value Index I Mutual Fund in their Schedule of Assets, totaling $14.8M 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 | ALLIANCE FOR SUSTAINABLE ENERGY, LLC NREL 403(B) EMPLOYEE SAVINGS PLAN | GOLDEN CO | 3,584 | $625.1M | $14.8M |
