Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Vanguard Value Index Fund Admiral Shares Mutual fund ‐ in their Schedule of Assets, totaling $67.6M 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 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $13.8M |
| 2 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN | OLD BETHPAGE NY | 1,938 | $78.0M | $8.5M |
| 3 | BERNHARD, LLC |
METAIRIE LA |
| 2,023 |
| $139.9M |
| $7.3M |
| 4 | HAWAII MEDICAL SERVICE ASSOCIATION HAWAII MEDICAL SERVICE ASSOCIATION EMPLOYEE THRIFT PLAN | HONOLULU HI | 1,380 | $480.0M | $4.7M |
| 5 | RENAISSANCERE HOLDINGS LTD. RENAISSANCERE HOLDINGS LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 284 | $113.3M | $3.8M |
| 6 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $2.9M |
| 7 | WILSON & MUIR BANCORP, INC. WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLAN | BARDSTOWN KY | 144 | $23.1M | $2.6M |
| 8 | VERITEX COMMUNITY BANK VERITEX COMMUNITY BANK 401(K) PLAN | DALLAS TX | 869 | $84.0M | $2.1M |
| 9 | MONGODB, INC. MONGODB, INC. 401(K) PLAN | NEW YORK NY | 2,649 | $246.6M | $2.1M |
| 10 | LUBBOCK CHRISTIAN UNIVERSITY LUBBOCK CHRISTIAN UNIVERSITY 403(B) PLAN | LUBBOCK TX | 393 | $20.9M | $1.8M |
