Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Funds Mid-Cap Index Fund in their Schedule of Assets, totaling $33.3M 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 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $16.8M |
| 2 | JACK IN THE BOX INC. JACK IN THE BOX INC. EASYSAVER PLUS PLAN | SAN DIEGO CA | 6,180 | $145.0M | $4.5M |
| 3 | UPBOUND GROUP, INC. UPBOUND 401(K) RETIREMENT SAVINGS PLAN |
PLANO TX |
| 9,266 |
| $245.2M |
| $2.2M |
| 4 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $2.1M |
| 5 | ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE WI | 545 | $66.0M | $1.7M |
| 6 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $1.7M |
| 7 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $1.1M |
| 8 | BRUSCO TUG AND BARGE, INC. BRUSCO TUG AND BARGE, INC. EMPLOYEES RETIREMENT PLAN | LONGVIEW WA | 102 | $8.6M | $962K |
| 9 | HEARTLAND TECHNOLOGY GROUP, INC. HEARTLAND TECHNOLOGY GROUP SAVINGS AND RETIREMENT PLAN | LITTLE CHUTE WI | 182 | $32.3M | $845K |
| 10 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS WI | 275 | $19.6M | $825K |
