Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value Index Institutional Fund Mutual Fund in their Schedule of Assets, totaling $114.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $97.0M |
| 2 | JJ KELLER & ASSOCIATES, INC. JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | NEENAH WI | 1,681 | $127.2M | $9.6M |
| 3 |
CLEVELAND OH |
| 4,925 |
| $862.3M |
| $7.6M |
