Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Value Index Adm Registered investment company in their Schedule of Assets, totaling $74.4M 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 | BDP INTERNATIONAL, INC. BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING | PHILADELPHIA PA | 1,261 | $125.9M | $19.7M |
| 2 | LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN | AUSTIN TX | 1,093 | $116.5M | $6.5M |
| 3 | MOORE, COLSON & COMPANY, P.C. |
ATLANTA GA |
| 171 |
| $31.5M |
| $5.9M |
| 4 | SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 631 | $71.0M | $5.2M |
| 5 | WELLA OPERATIONS US LLC WELLA RETIREMENT SAVINGS PLAN | CALABASAS CA | 594 | $67.8M | $4.8M |
| 6 | REMITLY, INC. REMITLY, INC. 401(K) PLAN | SEATTLE WA | 792 | $57.1M | $4.5M |
| 7 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $3.8M |
| 8 | MCGINNIS LOCHRIDGE LLP MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN | AUSTIN TX | 137 | $64.6M | $2.6M |
| 9 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $2.4M |
| 10 | SILAC INSURANCE COMPANY SILAC INSURANCE COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 291 | $25.4M | $2.2M |
