Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Value Index Fund Institutional Shares " in their Schedule of Assets, totaling $561.6M 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 | WHIRLPOOL CORPORATION WHIRLPOOL 401(K) RETIREMENT PLAN | BENTON HARBOR MI | 17,341 | $3.5B | $184.5M |
| 2 | GEICO CORPORATION GEICO 401(K) SAVINGS PLAN | WASHINGTON DC | 28,209 | $6.2B | $97.6M |
| 3 | XCEL ENERGY INC. XCEL ENERGY 401(K) SAVINGS PLAN |
| 9,075 |
| $3.1B |
| $91.6M |
| 4 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $68.5M |
| 5 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $31.8M |
| 6 | TRUSTEES OF DARTMOUTH COLLEGE SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE | HANOVER NH | 4,433 | $1.1B | $27.6M |
| 7 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $26.1M |
| 8 | WOODGRAIN INC. WOODGRAIN MILLWORK, INC. EMPLOYEE SAVINGS PLAN AND TRUST | FRUITLAND ID | 4,444 | $271.8M | $11.2M |
| 9 | GLEASON CORPORATION GLEASON CORPORATION RETIREMENT SAVINGS PLAN | ROCHESTER NY | 812 | $274.4M | $10.7M |
| 10 | XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. EMPLOYEES' SAVINGS AND STOCK OWNERSHIP PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEE | MINNEAPOLIS MN | 1,867 | $585.5M | $10.1M |
