Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Funds Mid-Cap Value Index Fund in their Schedule of Assets, totaling $1.9M 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 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $996K |
| 2 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $484K |
| 3 | IFP MOTION SOLUTIONS |
CEDAR RAPIDS IA |
| 154 |
| $38.1M |
| $238K |
| 4 | A&E INCORPORATED A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | RACINE WI | 126 | $10.8M | $215K |
