Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Group Mid-Cap Value Index Fd Admiral Mutual Fund in their Schedule of Assets, totaling $182K 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 | GUIDELINE, INC. GUIDELINE 401(K) PLAN | BURLINGAME CA | 398 | $35.2M | $61K |
| 2 | COWBELL CYBER INC COWBELL CYBER INC 401(K) PLAN | PLEASANTON CA | 122 | $8.4M | $33K |
| 3 | SHOPMONKEY INC. SHOPMONKEY 401(K) PLAN | MORGAN HILL CA |
| 155 |
| $5.4M |
| $20K |
| 4 | FISHTOWN ANALYTICS INC. FISHTOWN ANALYTICS 401(K) PLAN | PHILADELPHIA PA | 321 | $17.8M | $12K |
| 5 | AUNT BERTHA, A PUBLIC BENEFIT CORPORATION AUNT BERTHA 401(K) PLAN | AUSTIN TX | 199 | $7.8M | $10K |
| 6 | SMARTCONTRACT INC. SMARTCONTRACT 401(K) PLAN | NEW YORK NY | 295 | $13.7M | $9K |
| 7 | THE DTX COMPANY THE DTX COMPANY 401(K) PLAN | NEW YORK NY | 101 | $5.5M | $8K |
| 8 | SCHVEY INC. AXONI 401(K) PLAN | NEW YORK NY | 40 | $4.8M | $6K |
| 9 | NILE GLOBAL, INC NILE GLOBAL, INC 401(K) PLAN | SAN JOSE CA | 124 | $7.1M | $6K |
| 10 | STEAMROLLER STUDIOS LLC STEAMROLLER STUDIOS LLC 401(K) PLAN | MOUNT DORA FL | 123 | $1.3M | $4K |
