Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard S&P 500 Value Index Fund: Inst'l Shr in their Schedule of Assets, totaling $13.9M 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 | BOND, SCHOENECK & KING PLLC BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN | SYRACUSE NY | 520 | $214.2M | $13.9M |
