Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Value ETF Vanguard Value ETF ^ in their Schedule of Assets, totaling $1.5M 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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $1.0M |
| 2 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $505K |
