Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value Etf Index (Vtv) in their Schedule of Assets, totaling $11.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $5.4M |
| 2 | BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND LOCAL 138 PENSION TRUST FUND | DEER PARK NY | 152 | $111.3M | $4.9M |
| 3 | BOARD OF TRUSTEES BAKERY DRIVERS LOCAL 802 PENSION FUND |
DEER PARK NY |
| 416 |
| $79.4M |
| $1.3M |
