Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding Vanguard Value index # in their Schedule of Assets, totaling $91.8M 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 | 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 | TUCSON ELECTRIC POWER COMPANY |
TUCSON AZ |
| 2,079 |
| $518.6M |
| $7.1M |
| 4 | VETERINARY PRACTICE PARTNERS, LLC VETERINARY PRACTICE PARTNERS, LLC 401(K) PLAN | KING OF PRUSSIA PA | 3,224 | $69.6M | $7.0M |
| 5 | BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 WELFARE FUND ROAD CARRIERS LOCAL 707 WELFARE FUND | HEMPSTEAD NY | 673 | $30.1M | $4.6M |
| 6 | SEATTLE PACIFIC UNIVERSITY SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 438 | $107.1M | $3.9M |
| 7 | THE ADVERTISING COUNCIL THE 403(B) THRIFT PLAN FOR THE ADVERTISING COUNCIL, INC. | NEW YORK NY | 171 | $43.1M | $3.4M |
| 8 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN | BATON ROUGE LA | 114 | $47.2M | $3.0M |
| 9 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $2.9M |
| 10 | COMMUNITY INTERACTIONS, INC. COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN | SWARTHMORE PA | 426 | $11.4M | $2.2M |
