Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Value Index Instl Registered Investment Company in their Schedule of Assets, totaling $105.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $29.7M |
| 2 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP MASTER TRUST | PASADENA CA | — | $8.8B | $24.1M |
| 3 | ZILLOW GROUP, INC. ZILLOW GROUP 401(K) PLAN |
SEATTLE WA |
| 6,441 |
| $849.8M |
| $21.5M |
| 4 | PADDOCK PUBLICATIONS, INC. PADDOCK PUBLICATIONS, INC. EMPLOYEES 401(K) PLAN | SCHAUMBURG IL | 145 | $43.3M | $8.5M |
| 5 | MAGID GLOVE & SAFETY MANUFACTURING COMPANY, LLC MAGID GLOVE AND SAFETY MANUFACTURING COMPANY, LLC 401(K) AND PROFIT SHARING PLAN | ROMEOVILLE IL | 715 | $60.1M | $7.7M |
| 6 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $7.2M |
| 7 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $6.4M |
| 8 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG | PASADENA CA | 6,474 | $899.2M | $244K |
