Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Value Etf in their Schedule of Assets, totaling $34.2M 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 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $5.9M |
| 2 | BOARD OF TRUSTEES LOCAL 456 MUNICIPAL WELFARE FUND TEAMSTERS LOCAL 456 MUNICIPAL EMPLOYEES WELFARE FUND | ELMSFORD NY | 1,559 | $29.7M | $4.4M |
| 3 | SOUTH JERSEY INDUSTRIES, INC. |
FOLSOM NJ |
| 30 |
| $92.5M |
| $4.3M |
| 4 | SEALING DEVICES INC. INCENTIVE PROFIT SHARING PLAN FOR EMPLOYEES OF SEALING DEVICES INC. | LANCASTER NY | 192 | $41.0M | $4.1M |
| 5 | SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS ARE | INDIANAPOLIS IN | 987 | $211.7M | $4.1M |
| 6 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $1.6M |
| 7 | SAINT PETERS UNIVERSITY RETIREMENT PLAN FOR SAINT PETERS UNIVERSITY AND ST. PETERS PREP SCHOOL | JERSEY CITY NJ | 53 | $33.2M | $1.3M |
| 8 | COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN COMMUNITY ACCESS UNLIMITED, INC WELFARE BENEFIT PLAN | ELIZABETH NJ | 636 | $8.1M | $853K |
| 9 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $818K |
| 10 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY RETIREMENT PLAN | SAN FRANCISCO CA | 81 | $101.2M | $812K |
