Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Value Index Fund Admiral Shares Mutual fund N/A in their Schedule of Assets, totaling $2.8M 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 | COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY MO | 424 | $76.2M | $2.0M |
| 2 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $240K |
| 3 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN |
LINCOLN NE |
| 259 |
| $23.2M |
| $165K |
| 4 | NWS ACQUISITION, LLC. NORTHERN WHOLESALE SUPPLY, LLC 401(K) RETIREMENT PLAN | LINO LAKES MN | 122 | $5.1M | $154K |
| 5 | NORTHERN WHOLESALE SUPPLY, LLC NORTHERN WHOLESALE SUPPLY, LLC 401(K) RETIREMENT PLAN | LINO LAKES MN | 163 | $4.2M | $146K |
| 6 | SISTERS OF SAINT FRANCIS OF DUBUQUE SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN | DUBUQUE IA | 192 | $8.8M | $102K |
| 7 | VERMEER MOUNTAIN WEST INC VERMEER MOUNTAIN WEST INC 401(K) PROFIT SHARING PLAN & TRUST | CHANDLER AZ | 185 | $10.6M | $27K |
