Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Value Index INSTL in their Schedule of Assets, totaling $32.4M 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 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $22.5M |
| 2 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $9.9M |
