Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Mid-Cap Index Fund Mutual fund in their Schedule of Assets, totaling $43.4M 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 | MOSS ADAMS LLP 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES | SEATTLE WA | 3,963 | $633.5M | $20.0M |
| 2 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $5.4M |
| 3 | DRUMMOND COMPANY, INC. |
BIRMINGHAM AL |
| 473 |
| $125.5M |
| $3.8M |
| 4 | ANESTHESIOLOGISTS ASSOCIATED, PC ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN | BIRMINGHAM AL | 411 | $95.5M | $2.3M |
| 5 | EMPLOYER SERVICES CORPORATION EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT PLAN | AMHERST NY | 3,039 | $133.7M | $2.3M |
| 6 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $2.0M |
| 7 | VISKASE COMPANIES, INC. THE SAVE PROGRAM FOR EMPLOYEES OF VISKASE COMPANIES, INC. | LOMBARD IL | 541 | $72.1M | $1.1M |
| 8 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $1.1M |
| 9 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $632K |
| 10 | VALLEY FINE FOODS COMPANY, LLC VALLEY FINE FOODS COMPANY, LLC 401K PLAN | BENICIA CA | 366 | $13.2M | $628K |
