Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Vanguard Value Index Mutual fund in their Schedule of Assets, totaling $201.1M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $32.4M |
| 2 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | KOHLER WI | 3,604 | $781.3M | $24.4M |
| 3 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST |
CAMBRIDGE MA |
| 4,766 |
| $568.3M |
| $20.5M |
| 4 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES PENSION PLAN -PLAN B | GRAND FORKS ND | 380 | $89.5M | $11.2M |
| 5 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $10.9M |
| 6 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $10.5M |
| 7 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $10.1M |
| 8 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST | KOHLER WI | — | $255.0M | $8.6M |
| 9 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN | KOHLER WI | 4,707 | $263.9M | $8.1M |
| 10 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $7.7M |
