Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Value in their Schedule of Assets, totaling $2.0M 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 | VAISALA INC. VAISALA INC. 401(K) PLAN | LOUISVILLE CO | 374 | $85.9M | $1.7M |
| 2 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $300K |
| 3 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN |
KIRKLAND WA |
| 264 |
| $20.0M |
| $41K |
