Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Value Index Admiral #506 in their Schedule of Assets, totaling $5.9M 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 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $3.8M |
| 2 | CRETE CARRIER CORPORATION CRETE CARRIER CORPORATION 401(K) PROFIT SHARING PLAN | LINCOLN NE | 5,844 | $352.6M | $782K |
| 3 | HEALTHSTAR PHYSICIANS PC |
MORRISTOWN TN |
| 519 |
| $53.8M |
| $708K |
| 4 | LINCOLN SURGERY CENTER, LLC LINCOLN SURGERY CTR 401(K) PLAN | LINCOLN NE | 438 | $39.7M | $647K |
