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 in their Schedule of Assets, totaling $2.4M 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 | VISITING NURSE ASSOCIATION HEALTH GROUP, INC. VISITING NURSE ASSOCIATION IN MIDDLESEX COUNTY PENSION PLAN | HAZLET NJ | 22 | $17.2M | $2.2M |
| 2 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BAKERY & SOUTHERN CALIFORNIA BAKERY & CONFECTIONERY UNION AND INDUSTRY WELFARE PLAN | ALAMEDA CA | 434 | $8.4M | $133K |
| 3 | VERDIER EYE CENTER PLC |
GRAND RAPIDS MI |
| 88 |
| $13.7M |
| $34K |