Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Value Index Inst in their Schedule of Assets, totaling $22.6M 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 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $9.3M |
| 2 | DRAKE UNIVERSITY DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 1,315 | $297.1M | $5.6M |
| 3 | CARNEGIE CORPORATION OF NEW YORK |
NEW YORK NY |
| 82 |
| $95.5M |
| $5.1M |
| 4 | DRAKE UNIVERSITY DRAKE UNIVERSITY VOLUNTARY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 574 | $86.2M | $2.5M |
