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 Institutional in their Schedule of Assets, totaling $152.3M 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 | VISA INC. VISA 401K PLAN | FOSTER CITY CA | 13,476 | $5.2B | $141.7M |
| 2 | NOVANTA CORPORATION NOVANTA CORPORATION 401(K) PLAN | BEDFORD MA | 1,050 | $186.9M | $8.0M |
| 3 | NOVANTA CORPORATION NOVANTA ATI 401(K) PLAN | BEDFORD MA |
| 202 |
| $83.7M |
| $2.6M |
