Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Value Index Instl Mutual fund in their Schedule of Assets, totaling $29.5M 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 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $13.6M |
| 2 | NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) 403(B) PLAN | WASHINGTON DC | 181 | $114.0M | $9.2M |
| 3 | THE WINE GROUP, INC. |
RIPON CA |
| 623 |
| $135.7M |
| $5.8M |
| 4 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $824K |