Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Value Index Fund; Admiral Registered investment company in their Schedule of Assets, totaling $2.1M 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 | CIVIL AIR PATROL CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST | MAXWELL AFB AL | 166 | $18.8M | $975K |
| 2 | MID VALLEY IPA, INC. MID VALLEY IPA, INC. 401(K) PLAN | SALEM OR | 50 | $9.3M | $549K |
| 3 | URBAN RENAISSANCE GROUP, LLC URBAN RENAISSANCE 401(K) PLAN AND TRUST |
SEATTLE WA |
| 183 |
| $29.3M |
| $336K |
| 4 | B. BRAUN PUERTO RICO, INC. B. BRAUN OF PUERTO RICO, INC. PENSION PLAN | BETHLEHEM PA | 0 | $8.8M | $275K |
