Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard value ETF Exchange traded fund in their Schedule of Assets, totaling $14.9M 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 | JUSTICE RESOURCE INSTITUTE, INC. PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | NEEDHAM MA | 1,921 | $168.0M | $5.1M |
| 2 | PEORIA CHAPTER OF THE LOCAL NO. 6 OF IL INTL UNION OF BRICKLAYERS PEORIA CHAPTER OF BRICKLAYERS LOCAL NO. 6 PENSION PLAN AND TRUST | PEORIA IL | 197 | $16.6M | $3.1M |
| 3 | TEG FEDERAL CREDIT UNION |
POUGHKEEPSIE NY |
| 102 |
| $17.3M |
| $3.0M |
| 4 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $1.6M |
| 5 | LORIAN HOME SYSTEMS, INC. LORIAN HOME SYSTEMS, INC. 401(K) P/S PLAN | SAN DIEGO CA | 192 | $1.8M | $274K |
| 6 | ALDEN LEEDS, INC. EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | KEARNY NJ | 141 | $10.1M | $274K |
| 7 | THE PEOPLE'S CREDIT UNION THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MIDDLETOWN RI | 32 | $14.6M | $199K |
| 8 | CHOWNOW, INC CHOWNOW, INC. 401(K) PLAN | LOS ANGELES CA | 217 | $14.0M | $135K |
| 9 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $119K |
| 10 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $118K |
