Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Touchstone Mid Cap Value Fund in their Schedule of Assets, totaling $19.2M 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 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN | CINCINNATI OH | 3,257 | $574.8M | $9.8M |
| 2 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $6.9M |
| 3 | GARRETT COUNTY MEMORIAL HOSPITAL (DBA GARRETT REGIONAL MEDICAL CENTER) |
OAKLAND MD |
| 135 |
| $41.0M |
| $2.3M |
| 4 | LEANIN' TREE, INC. LEANIN' TREE INC. 401(K) PLAN | BOULDER CO | 134 | $11.3M | $205K |