Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Value ETF Registered investment company in their Schedule of Assets, totaling $8.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION SOLAIRUS AVIATION 401(K) PLAN | PETALUMA CA | 1,127 | $183.9M | $3.4M |
| 2 | CHRISTIANBOOK, LLC CHRISTIANBOOK, LLC PROFIT-SHARING PLAN | PEABODY MA | 437 | $27.6M | $2.2M |
| 3 | BEST CONTRACTING SERVICES, INC. BEST CONTRACTING SERVICES, INC. PROFIT SHARING 401(K) PLAN |
GARDENA CA |
| 87 |
| $7.3M |
| $611K |
| 4 | KBC, INC. KBC, INC. 401(K) PLAN | OMAHA NE | 184 | $33.7M | $471K |
| 5 | MYVEST CORPORATION MYVEST 401(K) PLAN | SAN FRANCISCO CA | 120 | $26.4M | $465K |
| 6 | WATCHGUARD TECHNOLOGIES, INC. WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN | SEATTLE WA | 320 | $64.4M | $339K |
| 7 | MOVABLE INC. MOVABLE INK 401(K) PLAN | NEW YORK NY | 399 | $31.9M | $263K |
| 8 | CRIBL INC CRIBL 401(K) PLAN | SAN FRANCISCO CA | 614 | $31.6M | $241K |
| 9 | VENESCO, LLC VENESCO, LLC 401(K) PLAN | CHANTILLY VA | 183 | $6.3M | $166K |
| 10 | REMINE, INC. REMINE, INC. 401(K) PLAN | VIENNA VA | 31 | $1.6M | $117K |
