Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Value Index Fund N/R in their Schedule of Assets, totaling $8.3M 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 | LEBANON VALLEY COLLEGE LEBANON VALLEY COLLEGE DEFINED CONTRIBUTION PLAN | ANNVILLE PA | 360 | $120.2M | $3.2M |
| 2 | COMBE INCORPORATED COMBE INCORPORATED EMPLOYEES SAVINGS PLAN | WHITE PLAINS NY | 234 | $127.9M | $3.1M |
| 3 | THE ALDEN GROUP, LTD. THE ALDEN NETWORK 401(K) PLAN | CHICAGO IL | 3,785 | $128.2M | $1.6M |
| 4 | VALLEY EXPRESS LLC VALLEY EXPRESS LLC 401(K) AND PROFIT SHARING PLAN | OSHKOSH WI | 261 | $11.4M | $425K |
| 5 | NEW RESTORATION AND RECOVERY S NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST | MORRISVILLE NC | 207 | $5.4M | $43K |