Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Vanguard Value Index Mutual fund in their Schedule of Assets, totaling $160.1M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $32.4M |
| 2 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE MA | 4,766 | $568.3M | $20.5M |
| 3 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES PENSION PLAN -PLAN B |
GRAND FORKS ND |
| 380 |
| $89.5M |
| $11.2M |
| 4 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $10.9M |
| 5 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $10.5M |
| 6 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $10.1M |
| 7 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST | KOHLER WI | — | $255.0M | $8.6M |
| 8 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $7.7M |
| 9 | GM NAMEPLATE, INC. GM NAMEPLATE, INC. PROFIT SHARING 401(K) PLAN | BOCA RATON FL | 522 | $47.9M | $6.5M |
| 10 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $5.9M |
