Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding Vanguard Value Etf in their Schedule of Assets, totaling $79.6M 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 | NAVMAR APPLIED SCIENCES CORPORATION NAVMAR APPLIED SCIENCES CORPORATION 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 114 | $31.9M | $6.5M |
| 2 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $5.9M |
| 3 | ELWYN |
ELWYN PA |
| 648 |
| $43.0M |
| $5.8M |
| 4 | THE BOARD OF TRUSTEES OF TRANSIT EMPLOYEES' RETIREE HEALTH PLAN TRANSIT EMPLOYEES' RETIREE HEALTH FUND | FORESTVILLE MD | 7,637 | $37.4M | $5.7M |
| 5 | DALTON CORPORATION, WARSAW MANUFACTURING FACILITY DALTON CORPORATION, WARSAW MANUFACTURING FACILITY PENSION PLAN | WARSAW IN | 56 | $30.2M | $5.0M |
| 6 | BOARD OF TRUSTEES LOCAL 456 MUNICIPAL WELFARE FUND TEAMSTERS LOCAL 456 MUNICIPAL EMPLOYEES WELFARE FUND | ELMSFORD NY | 1,559 | $29.7M | $4.4M |
| 7 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $4.3M |
| 8 | SEALING DEVICES INC. INCENTIVE PROFIT SHARING PLAN FOR EMPLOYEES OF SEALING DEVICES INC. | LANCASTER NY | 192 | $41.0M | $4.1M |
| 9 | 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 |
| 10 | TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION | LANSING MI | 499 | $112.6M | $4.0M |
