Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Value ETF Exchange traded funds in their Schedule of Assets, totaling $34.7M 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 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $29.6M |
| 2 | GREENHOUSE SOFTWARE, INC. GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 588 | $38.2M | $2.9M |
| 3 | BIRD RIDES, INC. BIRD RIDES, INC. 401(K) PLAN |
SANTA MONICA CA |
| 380 |
| $14.2M |
| $1.1M |
| 4 | CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK RI | 24 | $19.4M | $682K |
| 5 | BLUE JAY TRANSIT INC. BLUE JAY TRANSIT INC 401(K) | MIAMI FL | 447 | $14.0M | $175K |
| 6 | THISTLE HEALTH INC. THISTLE HEALTH INC. 401(K) PLAN | SAN FRANCISCO CA | 676 | $2.0M | $173K |
| 7 | JAYDEV BREW INC D/B/A MORE BREWING CO MORE BREWING CO 401(K) PLAN | HUNTLEY IL | 140 | $198K | $3K |
