Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Value Index Fund Institutional Shares Mutual fund in their Schedule of Assets, totaling $167.8M 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 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $51.9M |
| 2 | ACUSHNET COMPANY ACUSHNET COMPANY 401(K) PLAN | FAIRHAVEN MA | 3,312 | $637.7M | $36.1M |
| 3 | CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN |
COVINGTON LA |
| 1,647 |
| $335.3M |
| $19.5M |
| 4 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $19.0M |
| 5 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $15.8M |
| 6 | STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. 401(K) SAVINGS PLAN | COPPELL TX | 827 | $572.3M | $14.6M |
| 7 | GRAFTECH INTERNATIONAL HOLDINGS INC. GRAFTECH INTERNATIONAL HOLDINGS INC. SAVINGS PLAN | BROOKLYN HEIGHTS OH | 240 | $145.3M | $6.7M |
| 8 | NYU LANGONE HOSPITALS LUTHERAN MEDICAL CENTER 401(K) RETIREMENT PLAN | NEW YORK NY | 898 | $239.1M | $4.2M |
