Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Value Index Fund Adm. in their Schedule of Assets, totaling $40.9M 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 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $11.6M |
| 2 | AAA LIFE INSURANCE COMPANY AAA LIFE INSURANCE PENSION AND 401K PLAN | LIVONIA MI | 860 | $98.5M | $5.8M |
| 3 | MIDFLORIDA CREDIT UNION MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN |
LAKELAND FL |
| 391 |
| $137.7M |
| $4.8M |
| 4 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $4.5M |
| 5 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN | WATERLOO IA | 756 | $96.6M | $2.9M |
| 6 | DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON TN | 358 | $27.2M | $2.8M |
| 7 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $2.3M |
| 8 | TAWANI ENTERPRISES, INC. TAWANI ENTERPRISES EMPLOYEES' PENSION PLAN | CHICAGO IL | 168 | $20.7M | $1.4M |
| 9 | BULAB HOLDINGS, INC. BULAB PROFIT SHARING AND 401(K) PLAN | MEMPHIS TN | 453 | $184.7M | $1.0M |
| 10 | SECUR-SERV INC. SECUR-SERV 401(K) PLAN | OMAHA NE | 409 | $68.9M | $926K |
