Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value Index I Mutual funds in their Schedule of Assets, totaling $23.4M 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 | MESTEK, INC. MESTEK, INC. 401(K) & PROFIT SHARING PLAN | WESTFIELD MA | 1,005 | $147.9M | $17.1M |
| 2 | LIGGETT VECTOR BRANDS LLC LIGGETT VECTOR BRANDS SAVINGS PLAN | MORRISVILLE NC | 340 | $72.0M | $4.4M |
| 3 | LIGGETT GROUP INC. PROFIT SHARING PLAN OF LIGGETT GROUP INC. FOR BARGAINING UNIT AND HOURLY EMPLOYEES |
MEBANE NC |
| 211 |
| $25.1M |
| $2.0M |