Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard: Value Index Admiral in their Schedule of Assets, totaling $82.7M 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 | QUESTCO HOLDINGS, INC. QUESTCO COMPANIES RETIREMENT PLAN | THE WOODLANDS TX | 11,428 | $441.6M | $10.8M |
| 2 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $8.4M |
| 3 | HELEN ROSS MCNABB CENTER, INC. HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN |
KNOXVILLE TN |
| 1,159 |
| $69.0M |
| $7.1M |
| 4 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $6.0M |
| 5 | TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN COMPOSITION ROOFERS LOCAL #4 PENSION PLAN | PARSIPPANY NJ | 167 | $61.1M | $5.3M |
| 6 | AMERICAN ASSOCIATION FOR CANCER RESEARCH, INC. AMERICAN ASSOCIATION FOR CANCER RESEARCH 403(B) PLAN | PHILADELPHIA PA | 249 | $55.1M | $3.3M |
| 7 | PULMONARY ASSOCIATES OF RICHMOND, INC. PULMONARY ASSOCIATES OF RICHMOND, INC. PROFIT SHARING PLAN | RICHMOND VA | 246 | $51.2M | $3.1M |
| 8 | ALDRICH SERVICES, LLP ALDRICH RETIREMENT PLAN | SALEM OR | 365 | $98.3M | $3.1M |
| 9 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $3.0M |
| 10 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $2.7M |
