Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Vanguard Value Index - in their Schedule of Assets, totaling $27.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS-SAYLES FUNDED PENSION PLAN | BOSTON MA | 110 | $125.8M | $12.3M |
| 2 | PCF ACQUISITION CO. WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLAN | DALLAS TX | 982 | $57.0M | $3.2M |
| 3 | HIGHMARK RESIDENTIAL, LLC HIGHMARK RESIDENTIAL 401(K) PLAN |
DALLAS TX |
| 2,177 |
| $34.3M |
| $2.6M |
| 4 | REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 515 | $22.8M | $1.9M |
| 5 | PEOPLES SECURITY BANK & TRUST COMPANY PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN | DUNMORE PA | 551 | $52.8M | $1.6M |
| 6 | KEY CONSTRUCTION, INC. KEY CONSTRUCTION, INC. 401(K) PLAN | WICHITA KS | 185 | $18.9M | $1.2M |
| 7 | PROFESSIONAL COMPOUNDING CENTERS PCCA EMPLOYEES' 401(K) SAVINGS PLAN | HOUSTON TX | 364 | $46.5M | $1.1M |
| 8 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $889K |
| 9 | GABLE SIGNS & GRAPHICS, INC. GABLE SIGNS & GRAPHICS, INC. 401(K) PLAN | BALTIMORE MD | 145 | $14.0M | $515K |
| 10 | MCALPIN INDUSTRIES, INC. MCALPIN INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN | ROCHESTER NY | 160 | $13.6M | $407K |
