Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Value index Admiral N/R in their Schedule of Assets, totaling $7.7M 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 | KLEHR HARRISON HARVEY BRANZBURG LLP KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 102 | $90.5M | $3.0M |
| 2 | COMMUNITY VETERINARY PARTNERS COMMUNITY VETERINARY PARTNERS 401(K) PLAN | PHILADELPHIA PA | 2,966 | $95.6M | $1.8M |
| 3 | MERUELO GROUP LLC |
DOWNEY CA |
| 3,458 |
| $124.5M |
| $1.2M |
| 4 | MCCARTHY TIRE SERVICE COMPANY MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN | WILKES BARRE PA | 1,267 | $38.3M | $499K |
| 5 | MOLDED DIMENSIONS, LLC MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST | PORT WASHINGTON WI | 207 | $15.4M | $469K |
| 6 | JOCKEY INTERNATIONAL, INC. JOCKEY INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | KENOSHA WI | 816 | $89.4M | $347K |
| 7 | PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT PA | 148 | $15.4M | $248K |
| 8 | CYARA, INC. CYARA 401(K) PLAN | AUSTIN TX | 102 | $8.4M | $178K |