Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid-Cap Fund Mutual fund in their Schedule of Assets, totaling $69.4M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $66.2M |
| 2 | SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA OH | 765 | $106.6M | $1.7M |
| 3 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN |
FRESNO CA |
| 898 |
| $54.0M |
| $984K |
| 4 | LOVELACE BIOMEDICAL RESEARCH INSTITUTE LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN | ALBUQUERQUE NM | 407 | $122.8M | $504K |
