Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Value Idx Adm Registered Investment Company in their Schedule of Assets, totaling $3.0M 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 | HURT & PROFFITT, INC. HURT & PROFFITT, INC. 401(K) PROFIT SHARING PLAN | LYNCHBURG VA | 174 | $15.9M | $772K |
| 2 | SOUND COMMUNITY BANK SOUND COMMUNITY BANK 401(K) PROFIT SHARING PLAN | SEATTLE WA | 147 | $15.1M | $748K |
| 3 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN |
MIRAMAR FL |
| 190 |
| $20.3M |
| $389K |
| 4 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $227K |
| 5 | THE LIFETIME VALUE CO. LLC THE LIFETIME VALUE CO., LLC RETIREMENT TRUST | NEW YORK NY | 144 | $20.7M | $225K |
| 6 | KARIUS, INC. KARIUS, INC. 401(K) PLAN | REDWOOD CITY CA | 177 | $12.7M | $148K |
| 7 | CONTACT DISCOVERY SERVICES, LLC CONTACT DISCOVERY 401(K) SAVINGS PLAN | WASHINGTON DC DC | 182 | $3.9M | $98K |
| 8 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 102 | $15.1M | $91K |
| 9 | SPIVEY RENTALS, INC. SPIVEY RENTALS, INC. 401(K) PLAN | HAMPTON VA | 131 | $2.5M | $85K |
| 10 | PARADISE ENERGY SOLUTIONS, LLC PES 401(K) PLAN | PARADISE PA | 151 | $8.4M | $83K |
