Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Vanguard Value Index Admiral Fund in their Schedule of Assets, totaling $24.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 1,945 | $327.3M | $6.9M |
| 2 | NEWKIRK ELECTRIC ASSOCIATES, INC. NEWKIRK ELECTRIC ASSOCIATES, INC. 401(K) PROFIT-SHARING PLAN | MUSKEGON MI | 154 | $36.4M | $3.8M |
| 3 | ONE SPA WORLD,LLC ONE SPA WORLD 401K SAVINGS PLAN I |
CORAL GABLES FL |
| 377 |
| $35.9M |
| $2.6M |
| 4 | SMITH SCHAFER & ASSOCIATES, LTD. SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST | MINNEAPOLIS MN | 110 | $30.1M | $1.7M |
| 5 | ADVACARE SYSTEMS, INC. ADVACARE SYSTEMS, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 438 | $17.7M | $1.4M |
| 6 | WISE US, INC. WISE US, INC. 401(K) PLAN | TAMPA FL | 761 | $14.8M | $1.3M |
| 7 | HYLAND'S CONSUMER HEALTH, INC. HYLAND'S NATURALS RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 194 | $27.9M | $1.1M |
| 8 | SIGNATURE CUSTOM CABINETRY, INC. SIGNATURE CUSTOM CABINETRY, INC. 401(K) PLAN | EPHRATA PA | 129 | $10.6M | $880K |
| 9 | CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES CA | 142 | $29.5M | $858K |
| 10 | CONCORA CREDIT INC. CONCORA CREDIT INC 401(K) PLAN | BEAVERTON OR | 727 | $43.0M | $723K |
