Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Value Index I in their Schedule of Assets, totaling $48.1M 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 | NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM CA | 4,855 | $368.6M | $20.4M |
| 2 | COLD SPRING GRANITE COMPANY COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN | COLD SPRING MN | 869 | $139.0M | $16.9M |
| 3 | BISSELL INC. BISSELL INC. 401(K) PLAN |
GRAND RAPIDS MI |
| 909 |
| $144.4M |
| $10.2M |
| 4 | HEART HOSPITAL OF LAFAYETTE, LLC HEART HOSPITAL OF LAFAYETTE 401(K) PLAN | LAFAYETTE LA | 77 | $6.9M | $371K |
| 5 | HOSPICE OF ST FRANCIS HOSPICE OF ST. FRANCIS 401(K) PLAN | TITUSVILLE FL | 254 | $7.8M | $205K |
