Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Value Index Fund Adm. Mutual funds in their Schedule of Assets, totaling $6.7M 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 | 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 | S & A HOMES, INC. |
STATE COLLEGE PA |
| 183 |
| $25.0M |
| $410K |
| 4 | SOUTHVIEW MEDICAL GROUP, P.C. SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | BIRMINGHAM AL | 227 | $52.9M | $250K |
| 5 | UPSTACK, INC. UPSTACK 401(K) PLAN | NEW YORK NY | 162 | $6.5M | $72K |
