Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Group Mid-Cap Value Index Admiral Mutual fund in their Schedule of Assets, totaling $257K 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 | FACET WEALTH, INC. FACET WEALTH, INC. 401(K) PLAN | BALTIMORE MD | 147 | $21.1M | $72K |
| 2 | LIVELY. INC. LIVELY, INC. | SAN FRANCISCO CA | 152 | $9.0M | $48K |
| 3 | SCALE AI, INC. SCALE AI 401(K) PLAN | SAN FRANCISCO CA | 918 |
| $34.3M |
| $36K |
| 4 | FLYR INC FLYR 401(K) PLAN | SAN FRANCISCO CA | 106 | $11.2M | $19K |
| 5 | SHAPE THERAPEUTICS INC. SHAPE THERAPEUTICS 401(K) PLAN | SEATTLE WA | 145 | $8.0M | $18K |
| 6 | JERRY SERVICES INC. JERRY.AI 401(K) PLAN | PALO ALTO CA | 106 | $3.0M | $14K |
| 7 | CAMUNDA INC. CAMUNDA 401(K) PLAN | SAN FRANCISCO CA | 135 | $12.7M | $10K |
| 8 | COTERIE APPLICATIONS INC. COTERIE APPLICATIONS 401(K) PLAN | APPLETON WI | 145 | $7.0M | $9K |
| 9 | ENTERTAINMENT DATA ORACLE, INC ENTERTAINMENT DATA ORACLE, INC 401(K) PLAN | CULVER CITY CA | 110 | $6.8M | $8K |
| 10 | RIGETTI & CO, INC. RIGETTI & CO 401(K) PLAN | BERKELEY CA | 121 | $11.9M | $6K |
