Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Vanguard Mid-Cap Value Index Fund in their Schedule of Assets, totaling $3.5M 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 | B. C. ZIEGLER AND COMPANY ZIEGLER 401(K) RETIREMENT PLAN | CHICAGO IL | 179 | $107.6M | $2.7M |
| 2 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $692K |
| 3 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN |
LANCASTER PA |
| 118 |
| $20.6M |
| $72K |
| 4 | CONETRIX, LLC CONETRIX 401(K) PLAN | LUBBOCK TX | 128 | $13.7M | $23K |
