Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mid-Cap Value Index Fund Mutual fund in their Schedule of Assets, totaling $5.1M 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 | EMPLOYER SERVICES CORPORATION EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT PLAN | AMHERST NY | 3,039 | $133.7M | $2.2M |
| 2 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $2.2M |
| 3 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN |
BIRMINGHAM AL |
| 1,105 |
| $61.0M |
| $569K |
| 4 | GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN | PELHAM AL | 327 | $13.4M | $77K |
| 5 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN | MONTGOMERY AL | 118 | $4.4M | $25K |
| 6 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $24K |
| 7 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $18K |
| 8 | THE ARC/MORRIS COUNTY CHAPTER, NJ 403B THRIFT PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. | MORRIS PLAINS NJ | 379 | $7.7M | $10K |
