Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Value Index Fund Mutual funds in their Schedule of Assets, totaling $5.6M 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 | BURDETTE BECKMANN, INC. BURDETTE BECKMANN, INC. 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 182 | $22.2M | $1.2M |
| 2 | HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS MO | 178 | $16.3M | $988K |
| 3 | VIXXO CORPORATION VIXXO CORPORATION 401(K) PLAN |
SCOTTSDALE AZ |
| 729 |
| $33.8M |
| $916K |
| 4 | OKLAHOMA ARTHRITIS CENTER P.C. OAC 401(K) AND PROFIT SHARING PLAN | EDMOND OK | 220 | $16.4M | $588K |
| 5 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $532K |
| 6 | AMERICAN RACING & ENTERTAINMENT, LLC AMERICAN RACING & ENTERTAINMENT, LLC 401(K) PLAN | NICHOLS NY | 722 | $13.4M | $499K |
| 7 | GOLDEN BANK NATIONAL ASSOCIATION GOLDEN BANK NATIONAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 150 | $29.1M | $435K |
| 8 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 83 | $27.7M | $235K |
| 9 | ORCHARD AND VINEYARD SUPPLY, LLC OVS 401K RETIREMENT PLAN | YAKIMA WA | 318 | $11.6M | $132K |
| 10 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $60K |
