Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Vanguard Value index # in their Schedule of Assets, totaling $69.2M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $22.4M |
| 2 | SPRAYING SYSTEMS CO SPRAYING SYSTEMS CO. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | WHEATON IL | 1,161 | $255.1M | $14.6M |
| 3 | VETERINARY PRACTICE PARTNERS, LLC |
KING OF PRUSSIA PA |
| 3,224 |
| $69.6M |
| $7.0M |
| 4 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN | BATON ROUGE LA | 114 | $47.2M | $3.0M |
| 5 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $2.9M |
| 6 | COMMUNITY INTERACTIONS, INC. COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN | SWARTHMORE PA | 426 | $11.4M | $2.2M |
| 7 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN | MADISON WI | 1,010 | $15.7M | $2.0M |
| 8 | BG PRODUCTS, INC. HOLDING COMPANY BG PRODUCTS, INC. HOLDING COMPANY 401(K) PLAN | WICHITA KS | 599 | $48.3M | $1.5M |
| 9 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $1.3M |
| 10 | RAINBOWS UNITED, INC. RAINBOWS UNITED 401(K) PLAN | WICHITA KS | 178 | $10.7M | $1.3M |
