Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Value Index N/R in their Schedule of Assets, totaling $29.4M 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 | ENERSYS DELAWARE INC. ENERSYS DELAWARE INC. 401(K) PLAN | READING PA | 4,488 | $467.6M | $11.0M |
| 2 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK | MIAMI FL | 485 | $162.3M | $10.4M |
| 3 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK |
MIAMI FL |
| 501 |
| $129.4M |
| $7.8M |
| 4 | DIRECT MARKETING SOLUTIONS, INC. DIRECT MARKETING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 425 | $14.0M | $132K |
| 5 | AFFILIATED FAMILY DENTIST PC AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST | MISHAWAKA IN | 218 | $6.8M | $14K |
