Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Value Index Institutional Fund " in their Schedule of Assets, totaling $143.9M 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 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $93.2M |
| 2 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $19.6M |
| 3 | UNITED PARCEL SERVICE COMPANY |
LOUISVILLE KY |
| 1,911 |
| $617.7M |
| $16.0M |
| 4 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 401(K) PLAN | LOUISVILLE KY | 1,912 | $508.1M | $14.2M |
| 5 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN | ROSLINDALE MA | 1,609 | $32.9M | $970K |
