Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Value Index Fund I in their Schedule of Assets, totaling $198.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CREDIT UNION RETIREMENT PLAN ASSOCIATION CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN | MILWAUKEE WI | 19,109 | $2.1B | $97.4M |
| 2 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $58.4M |
| 3 |
NEW YORK NY |
| 89,128 |
| $2.3B |
| $42.2M |
| 4 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN | WHITEFISH MT | 216 | $11.4M | $413K |
| 5 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN | WHITEFISH MT | 177 | $8.6M | $337K |
| 6 | VETIQ STAFFING, INC. VETIQ STAFFING 401(K) PLAN | DALLAS TX | 323 | $5.3M | $11K |