Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Mid-Cap Value Index Adm in their Schedule of Assets, totaling $4.7M 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 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. EMPLOYEE SAVINGS PLAN | SALISBURY MD | 21,826 | $225.5M | $2.0M |
| 2 | ROOSEVELT PAPER COMPANY ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 257 | $51.9M | $1.5M |
| 3 | PROVIDENT SAVINGS BANK PROVIDENT SAVINGS BANK 401(K) PLAN |
RIVERSIDE CA |
| 169 |
| $40.6M |
| $655K |
| 4 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. 401K SAVINGS PLAN FOR PILOTS | SALISBURY MD | 1,829 | $85.7M | $616K |
