Form 5500 Search

Vanguard Mid-cap Value ETF

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 762 retirement plans report an interest in this investment, totaling $62.9M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
762
Reported interest (EOY)
$62.9M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: Vanguard Mid-cap Value ETF, Vanguard MID CAP Value ETF. Counts combine all variants of the same investment.

Plans holding Vanguard Mid-cap Value ETFranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
NEW YORK
NY
597$345.3M$3.8M
2CHILDRENS PRIMARY CARE MEDICAL GROUP, INC.
CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
SAN DIEGO
CA
162$117.7M$2.0M
3HAND TO SHOULDER CENTER OF WISCONSIN, LTD.
HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN
APPLETON
WI
101$25.9M$1.7M
4AHMUTY, DEMERS & MCMANUS
AHMUTY, DEMERS & MCMANUS 401(K) PLAN
ALBERTSON
NY
106$33.1M$1.5M
5PLAN FIDUCIARY SERVICES, INC.
THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN
CLEARWATER
FL
10,921$97.4M$1.2M
6GASTRO HEALTH, LLC
GASTRO HEALTH 401(K) RETIREMENT PLAN
MIAMI
FL
2,155$264.2M$1.1M
7VALLEY CHROME PLATING, INC.
VALLEY CHROME PLATING, INC. 401(K) PLAN
CLOVIS
CA
116$10.6M$1.0M
8EDUCATORS CREDIT UNION
EDUCATORS CREDIT UNION 401(K) PLAN & TRUST
MT. PLEASANT
WI
440$71.3M$1.0M
9SIGN A RAMA, INC.
U.F.G. GROUP 401(K) RETIREMENT PLAN
WEST PALM BEACH
FL
194$20.8M$848K
10TRUE HOMES, LLC
TRUE HOMES, LLC 401(K) PLAN
MONROE
NC
390$24.3M$747K
See all 762 plans holding Vanguard Mid-cap Value ETF
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