Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Value Index ETF in their Schedule of Assets, totaling $2.9M 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 | ALEXANDER THOMPSON ARNOLD PLLC ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN | UNION CITY TN | 273 | $23.5M | $2.1M |
| 2 | EVERETT & HURITE OPHTHALMIC ASSOCIATION EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 94 | $16.4M | $402K |
| 3 | MACROFAB, INC. |
HOUSTON TX |
| 181 |
| $4.5M |
| $159K |
| 4 | MECHANICAL ENGINEERING AND CONSTRUCTION CORP MECHANICAL ENGINEERING AND CONSTRUCTION 401(K) PLAN | CATONSVILLE MD | 179 | $9.3M | $137K |
| 5 | PARALLEL AG. PARALLEL AG. 401(K) PLAN | CHICKASHA OK | 209 | $7.1M | $31K |