Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mid-Cap Value Index in their Schedule of Assets, totaling $1.8M 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 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $1.5M |
| 2 | USCB, INC. USCB, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 197 | $15.9M | $180K |
| 3 | EXCEPTIONAL CARE FOR CHILDREN, INC. EXCEPTIONAL CARE FOR CHILDREN 403(B) PLAN |
NEWARK DE |
| 178 |
| $4.8M |
| $70K |
| 4 | CENTURY KITCHENS, INC. THE CENTURY 401(K) PLAN | COLMAR PA | 251 | $30.7M | $54K |
