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 Shares in their Schedule of Assets, totaling $34.9M 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 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $6.2M |
| 2 | HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE IN | 189 | $49.7M | $5.5M |
| 3 | MERCY CARE MANAGEMENT, INC. |
CEDAR RAPIDS IA |
| 453 |
| $78.4M |
| $4.0M |
| 4 | THE HOME FOR LITTLE WANDERERS, INC. THE HOME FOR LITTLE WANDERERS RETIREMENT SAVINGS PLAN | BOSTON MA | 822 | $42.1M | $2.6M |
| 5 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $2.4M |
| 6 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $1.8M |
| 7 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $1.8M |
| 8 | ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADA ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADA | RENO NV | 2,140 | $128.8M | $1.6M |
| 9 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $1.1M |
| 10 | MIDLANDS PACKAGING CORPORATION MIDLANDS PACKAGING CORP 401(K) PROFIT SHARING PLAN | LINCOLN NE | 132 | $16.4M | $991K |
