Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value Index Fund Adm. Mutual funds in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $3.3M |
| 2 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $2.7M |
| 3 | UPSTACK, INC. |
NEW YORK NY |
| 162 |
| $6.5M |
| $72K |
