Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Value Index Admiral Registered investment company in their Schedule of Assets, totaling $46.5M 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 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $33.9M |
| 2 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $3.3M |
| 3 | AMERILIFE US, LLC |
CLEARWATER FL |
| 2,391 |
| $101.7M |
| $2.9M |
| 4 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN | ALTADENA CA | 423 | $25.1M | $1.6M |
| 5 | UMBRA LAB, INC. UMBRA LAB, INC. RETIREMENT TRUST | SANTA BARBARA CA | 147 | $7.4M | $868K |
| 6 | OUTDOOR RESEARCH, LLC OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 286 | $12.8M | $563K |
| 7 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $548K |
| 8 | CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 2,594 | $56.0M | $441K |
| 9 | MG24 INVESTMENTS, LLC DBA GOSCH FORD OF TEMECULA MG24 INVESTMENTS, LLC 401(K) PLAN | TEMECULA CA | 17 | $13.2M | $440K |
| 10 | ADDIUM, INC. ADDIUM 401(K) PLAN | PULLMAN WA | 117 | $18.3M | $436K |
