Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Value Etf Index in their Schedule of Assets, totaling $7.4M 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 | RIVERBAY CORPORATION THE RIVERBAY CORPORATION RETIREMENT PLAN | BRONX NY | 182 | $37.3M | $2.7M |
| 2 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $1.7M |
| 3 | TRUSTEES OF IBEW LOCAL 363-WELFARE |
HARRIMAN NY |
| 763 |
| $61.6M |
| $974K |
| 4 | INDEPENDENT DIALYSIS FOUNDATION, INC. INDEPENDENT DIALYSIS FOUNDATION, INC. RETIREMENT PLAN AND TRUST | BALTIMORE MD | 101 | $8.2M | $821K |
| 5 | THE RIVERBAY CORPORATION CO-OP CITY SECURITY DEPARTMENT PENSION PLAN THE RIVERBAY CORPORATION CO-OP CITY SECURITY DEPARTMENT PENSION PLAN | BRONX NY | 62 | $7.4M | $477K |
| 6 | KSM BUSINESS SERVICES, INC. KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS IN | 672 | $92.0M | $470K |
| 7 | TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND | HARRIMAN NY | 703 | $8.0M | $174K |
| 8 | CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE FUND CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE | CHICAGO IL | 36 | $1.2M | $60K |
| 9 | IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND | HARRIMAN NY | 844 | $10.4M | $59K |
