Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Mid-Cap Index Adm in their Schedule of Assets, totaling $14.1M 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 | R J. O'BRIEN & ASSOCIATES, LLC. R J. O'BRIEN & ASSOCIATES, LLC PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 376 | $108.3M | $6.1M |
| 2 | ALLIED DIGESTIVE HEALTH, LLC ALLIED DIGESTIVE HEALTH 401(K) PLAN | WEST LONG BRANCH NJ | 947 | $89.6M | $3.0M |
| 3 | HAUN WELDING SUPPLY, INC |
SYRACUSE NY |
| 316 |
| $26.4M |
| $2.0M |
| 4 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $1.2M |
| 5 | ENVIRONMENTAL CONSULTING & TECHNOLOGY, INC. ECT 401(K) TAX-DEFERRED SAVINGS PLAN | GAINESVILLE FL | 222 | $31.4M | $892K |
| 6 | TARANTINO PROPERTIES INC. TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 304 | $11.8M | $489K |
| 7 | PROVIDENT SAVINGS BANK PROVIDENT SAVINGS BANK 401(K) PLAN | RIVERSIDE CA | 169 | $40.6M | $383K |
| 8 | VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 193 | $6.5M | $45K |
| 9 | CALVERT COUNTY DAY SCHOOL, INC THE CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 45 | $7.6M | $18K |
| 10 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 43 | $7.0M | $13K |
