Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Value Index I in their Schedule of Assets, totaling $246.8M 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 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $206.0M |
| 2 | VALLEY CHILDREN'S HOSPITAL VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN | MADERA CA | 3,806 | $611.8M | $25.6M |
| 3 | BLISTEX INC BLISTEX RETIREMENT SAVINGS PLAN |
OAK BROOK IL |
| 267 |
| $62.6M |
| $7.0M |
| 4 | CREDIT UNION NATIONAL ASSOCIATION, INC. CREDIT UNION NATIONAL ASSOCIATION, INC. 401(K) PLAN | MADISON WI | 215 | $146.7M | $5.3M |
| 5 | BOB EVANS RESTAURANTS, LLC BOB EVANS RESTAURANTS, LLC 401(K) RETIREMENT PLAN | NEW ALBANY OH | 13,854 | $102.7M | $1.8M |
| 6 | RUSH-COPLEY MEDICAL CENTER RUSH-COPLEY MEDICAL CENTER 403(B) PLAN | AURORA IL | 134 | $7.3M | $637K |
| 7 | MAINE CREDIT UNION LEAGUE MAINE CREDIT UNION LEAGUE CAPITAL ACCUMULATION PLAN | PORTLAND ME | 186 | $34.8M | $480K |