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 Value Index Admiral - in their Schedule of Assets, totaling $7.1M 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 | BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN | PORTLAND OR | 7,556 | $358.9M | $5.2M |
| 2 | PROFESSIONAL GROUP PLANS, INC. PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN | HAUPPAUGE NY | 114 | $32.1M | $820K |
| 3 | ADNET SYSTEMS, INC. |
BETHESDA MD |
| 399 |
| $67.4M |
| $651K |
| 4 | BALL JANIK LLP BALL JANIK LLP 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 80 | $26.1M | $426K |
| 5 | BLISS & NYITRAY, INC. BLISS & NYITRAY, INC. PROFIT SHARING PLAN | MIAMI FL | 91 | $11.9M | $45K |