Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Value Index Fund Investor Shares Index fund in their Schedule of Assets, totaling $1.2M 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 | SOUTHWEST ENERGY MANAGEMENT, LLC SOUTHWEST ENERGY PROFIT SHARING PLAN | TUCSON AZ | 302 | $94.5M | $1.2M |
