Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Value Index Adm Fund Mutual fund in their Schedule of Assets, totaling $11.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $3.5M |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $1.8M |
| 3 | KASTLE SYSTEMS INTERNATIONAL LLC |
FALLS CHURCH VA |
| 703 |
| $49.2M |
| $1.7M |
| 4 | AWEBER SYSTEMS, INC. AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CHALFONT PA | 65 | $17.7M | $1.2M |
| 5 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 525 | $69.6M | $1.1M |
| 6 | MOI, INC. MOI, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 299 | $28.1M | $927K |
| 7 | INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE CA | 1,858 | $34.3M | $478K |
| 8 | LAMB-STAR ENGINEERING, LLC LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN | FRISCO TX | 126 | $17.0M | $368K |
| 9 | R. H. FOSTER ENERGY, LLC R. H. FOSTER ENERGY, LLC RETIREMENT PLAN | HAMPDEN ME | 526 | $14.6M | $273K |
| 10 | LEGACY TRADITIONAL SCHOOLS LEGACY TRADITIONAL SCHOOLS 401(K) PLAN | CHANDLER AZ | 1,519 | $32.5M | $232K |
