Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Vanguard Mid-Cap Index Fund N/R in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | W. P. CAREY MANAGEMENT LLC CAREY PROFIT SHARING AND 401K PLAN | NEW YORK NY | 146 | $108.9M | $4.6M |
| 2 | CAREY ASSET MANAGEMENT CORP CAREY PROFIT SHARING AND 401K PLAN | NEW YORK NY | 142 | $90.9M | $3.5M |
| 3 | TRUSTED FRATERNAL LIFE TRUSTED FRATERNAL LIFE 401(K) PLAN |
MILWAUKEE WI |
| 109 |
| $30.1M |
| $825K |
| 4 | BAPTIST HOMES OF WESTERN PENNSYLVANIA BAPTIST HOMES PENSION PLAN | PITTSBURGH PA | 341 | $18.4M | $136K |
| 5 | MAGNA5 MS HOLDINGS LLC MAGNA5 MS HOLDINGS LLC 401(K) PLAN | PITTSBURGH PA | 252 | $11.3M | $108K |
