Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard Value Index-Adm in their Schedule of Assets, totaling $50.5M 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 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $13.6M |
| 2 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $8.3M |
| 3 | BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS |
SEATTLE WA |
| 5,697 |
| $64.6M |
| $5.1M |
| 4 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $2.4M |
| 5 | PIONEER BALLOON COMPANY PIONEER BALLOON COMPANY 401(K) PROFIT SHARING PLAN | WICHITA KS | 397 | $26.2M | $2.2M |
| 6 | ASPIRE RURAL HEALTH SYSTEM ASPIRE RURAL HEALTH SYSTEM 401(K) PLAN | CASS CITY MI | 1,153 | $45.9M | $2.0M |
| 7 | SUTTER MEDICAL GROUP OF THE REDWOODS, INC. SUTTER MEDICAL GROUP OF THE REDWOODS, INC. 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 142 | $91.3M | $1.6M |
| 8 | GEORGETOWN DAY SCHOOL, INC. GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN | WASHINGTON DC | 357 | $106.2M | $1.4M |
| 9 | UNION OF CALIFORNIA STATE WORKERS UNION OF CA STATE WORKERS 401(K) PLAN | SACRAMENTO CA | 150 | $14.2M | $1.2M |
| 10 | PIZZA WHOLESALE OF LEXINGTON, INC. PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN | PARIS KY | 250 | $14.9M | $1.2M |
