Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 197 U.S. retirement plans report holding Vanguard Value Index-Adm in their Schedule of Assets, totaling $232.6M 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 | RIBBON COMMUNICATIONS OPERATING COMPANY, INC. RIBBON COMMUNICATIONS 401(K) PROFIT SHARING PLAN | PLANO TX | 689 | $340.2M | $22.2M |
| 2 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $13.6M |
| 3 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. |
PHILADELPHIA PA |
| 1,495 |
| $244.7M |
| $12.5M |
| 4 | TOYOTETSU AMERICA, INC. TTAI 401(K) PLAN | SOMERSET KY | 3,074 | $89.9M | $10.7M |
| 5 | ASCENTEK SERVICES LLC ASCENTEK SERVICES, LLC 401(K) PLAN | GOLDEN VALLEY MN | 732 | $67.8M | $8.9M |
| 6 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $8.3M |
| 7 | BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN | KAUKAUNA WI | 2,130 | $476.8M | $8.3M |
| 8 | LAN ASSOCIATES LAN ASSOCIATES EPAS, INC. 401(K) PLAN | MIDLAND PARK NJ | 114 | $34.6M | $8.2M |
| 9 | EVANS, MECHWART, HAMBLETON & TILTON, INC. EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN | NEW ALBANY OH | 323 | $66.4M | $6.7M |
| 10 | TAKKT FOODSERVICES, LLC TAKKT FOODSERVICES 401(K) PLAN | HARRISON OH | 319 | $62.5M | $6.5M |
