Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Value ETF Mutual funds in their Schedule of Assets, totaling $671K 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 | ENGEO INCORPORATED ENGEO INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | SAN RAMON CA | 205 | $75.3M | $424K |
| 2 | CONSCIOUS CONTENT MEDIA, INC. CONSCIOUS CONTENT MEDIA, INC. D/B/A HOMER 401(K) PLAN | NEW YORK NY | 82 | $12.3M | $187K |
| 3 | ROOFTOP CINEMA CLUB INC ROOFTOP CINEMA CLUB INC 401(K) PLAN |
MARINA DEL REY CA |
| 102 |
| $321K |
| $39K |
| 4 | DIGITAL UNITED, LLC DIGITAL UNITED, LLC 401(K) PLAN | WEST PALM BEACH FL | 98 | $20.5M | $21K |