Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 460 U.S. retirement plans report holding VANGUARD VALUE INDEX FUND ADMR in their Schedule of Assets, totaling $223.1M 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 | LITCHFIELD CAVO LLP LITCHFIELD CAVO LLP 401(K) PLAN | CHICAGO IL | 413 | $98.5M | $13.1M |
| 2 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,146 | $84.9M | $4.7M |
| 3 | UNITED BANK CORPORATION UNITED BANK CORPORATION 401(K) PLAN |
BARNESVILLE GA |
| 386 |
| $46.8M |
| $4.6M |
| 4 | GASTROENTEROLOGY ASSOCIATES PA GASTROENTEROLOGY ASSOCIATES, P.A PROFIT SHARING PLAN AND TRUST | GREENVILLE SC | 230 | $38.7M | $4.1M |
| 5 | DESCO CORPORATION DESCO CORPORATION THRIFT PLAN & TRUST | NEW ALBANY OH | 463 | $38.1M | $3.9M |
| 6 | AVANTUS LLC AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO CA | 160 | $41.7M | $3.7M |
| 7 | TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN | CLINTON TOWNSHIP MI | 1,736 | $77.0M | $3.7M |
| 8 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $2.9M |
| 9 | PORT IMPERIAL FERRY CORP. PORT IMPERIAL FERRY CORP. 401(K) PLAN | WEEHAWKEN NJ | 168 | $16.4M | $2.8M |
| 10 | OPTIM ORTHOPEDICS, LLC OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 238 | $46.3M | $2.8M |
