Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Mid-Cap Value Index Fund/Open-end fund in their Schedule of Assets, totaling $3.0M 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 | HAND FAMILY COMPANIES, LLC HAND FAMILY COMPANIES, LLC 401(K) RETIREMENT PLAN | CLARKSVILLE TN | 568 | $51.5M | $2.4M |
| 2 | THE SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $394K |
| 3 | UTILITIES & INDUSTRIES MANAGEMENT CORP |
BROOKLYN NY |
| 196 |
| $15.9M |
| $177K |
| 4 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $97K |