Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value Index Fund ETF Mutual fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA CASH BALANCE PLAN | SARASOTA FL | 111 | $3.9M | $604K |
| 2 | SURFACE MOUNT TECHNOLOGY CORPORATION SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | APPLETON WI | 165 | $6.0M | $589K |
| 3 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC |
BAYSIDE NY |
| 349 |
| $77.4M |
| $229K |
