Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANG MIDCAP IDX INST in their Schedule of Assets, totaling $123.9M 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 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $68.1M |
| 2 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $28.9M |
| 3 | GREYSTONE SELECT INCORPORATED GREYSTONE 401(K) SAVINGS PLAN |
NEW YORK NY |
| 1,330 |
| $207.0M |
| $12.3M |
| 4 | RUSH ENTERPRISES, INC. RUSH ENTERPRISES, INC. EMPLOYEE 401(K) PLAN | NEW BRAUNFELS TX | 7,268 | $548.3M | $7.7M |
| 5 | SIERRA SPACE CORPORATION SIERRA SPACE CORPORATION 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,666 | $293.0M | $7.0M |
