Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 146 U.S. retirement plans report holding Vanguard Value Index Fund, Admiral Shares in their Schedule of Assets, totaling $140.8M 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 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $33.8M |
| 2 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $9.3M |
| 3 | PINEHURST SURGICAL CLINIC, P.A. PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN |
PINEHURST NC |
| 483 |
| $95.3M |
| $8.2M |
| 4 | ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE IL | 389 | $50.0M | $6.4M |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $5.2M |
| 6 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $4.9M |
| 7 | RADIOLOGY CONSULTANTS OF IOWA, PLC RADIOLOGY CONSULTANTS OF IOWA, PLC 401K PLAN | CEDAR RAPIDS IA | 96 | $62.9M | $3.6M |
| 8 | CUSTOM DATA PROCESSING CDP RETIREMENT PLAN | ROMEOVILLE IL | 135 | $24.4M | $3.5M |
| 9 | NEAPCO HOLDINGS, LLC NEAPCO HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,055 | $81.8M | $3.3M |
| 10 | EMERGENCY CARE SPECIALISTS, P.C. ECS, P. C. PROFIT SHARING AND SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 374 | $195.0M | $3.1M |
