Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Value Index Inv Vanguard 0 in their Schedule of Assets, totaling $17.7M 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 | INTEGRATED MEDICAL GROUP, P.C. INTEGRATED MEDICAL GROUP, P.C. RET. PLAN | POTTSVILLE PA | 244 | $70.5M | $4.4M |
| 2 | THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA 401(K) PLAN | PHILADELPHIA PA | 69 | $16.5M | $2.0M |
| 3 | IMAGINATION STATION, INC |
DALLAS TX |
| 195 |
| $21.5M |
| $1.1M |
| 4 | USOH 401K, LLC U.S. OCCMED HOLDINGS, LLC 401(K) PLAN | LIVINGSTON TX | 789 | $37.2M | $842K |
| 5 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $766K |
| 6 | REAL-TIME INNOVATIONS, INC. REAL-TIME INNOVATIONS, INC. 401(K) PLAN | SUNNYVALE CA | 170 | $46.9M | $663K |
| 7 | MINUTEMAN SECURITY TECHNOLOGIES, INC. MINUTEMEN SECURITY TECHNOLOGIES RETIREMENT PLAN | ANDOVER MA | 332 | $14.8M | $645K |
| 8 | COFENSE INC. COFENSE INC. 401(K) PLAN | ASHBURN VA | 177 | $27.6M | $627K |
| 9 | ADVANCED RADIOLOGY CONSULTANTS, LLC ADVANCED RADIOLOGY CONSULTANTS, LLC PROFIT SHARING PLAN | SHELTON CT | 271 | $70.9M | $558K |
| 10 | ERMI LLC ERMI LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 199 | $13.5M | $511K |
