Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Value Index Fund Investor Shares Mutual Fund in their Schedule of Assets, totaling $6.8M 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 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY CFG SAVINGS & PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $76.4M | $4.1M |
| 2 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN | JACKSONVILLE FL | 794 | $122.3M | $1.9M |
| 3 | LEWIS & ELLIS, LLC |
PLANO TX |
| 111 |
| $73.6M |
| $807K |
| 4 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN FOR WAGE EMPLOYEES | JACKSONVILLE FL | 208 | $18.7M | $28K |
