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 Mutual Fund (1) in their Schedule of Assets, totaling $257.0M 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 | TRUSTEES OF THE UNIVERSITY OF PA THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN | PHILADELPHIA PA | 22,806 | $7.0B | $150.3M |
| 2 | TRUSTEES OF THE UNIVERSITY OF PA SUPPLEMENTAL RETIREMENT ANNUITY PLAN OF THE UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA PA | 27,753 | $2.3B | $60.9M |
| 3 | TRUSTEES OF THE UNIVERSITY OF PA |
PHILADELPHIA PA |
| 22,596 |
| $2.0B |
| $45.8M |
