Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Vanguard Mid-cap IDX ADM in their Schedule of Assets, totaling $32.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAINT JOSEPH'S UNIVERSITY SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN | PHILADELPHIA PA | 2,380 | $553.5M | $4.1M |
| 2 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $4.1M |
| 3 | EASTERN LIFT TRUCK CO., INC. |
MAPLE SHADE NJ |
| 1,213 |
| $70.6M |
| $2.7M |
| 4 | UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE IN | 892 | $193.2M | $2.6M |
| 5 | DOMINICAN UNIVERSITY DOMINICAN UNIVERSITY RETIREMENT PLAN | RIVER FOREST IL | 445 | $141.1M | $1.9M |
| 6 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER NH | 519 | $133.3M | $1.3M |
| 7 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $1.1M |
| 8 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $1.1M |
| 9 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN | CHARLOTTESVILLE VA | 1,984 | $126.7M | $1.0M |
| 10 | TEXAS BIOMEDICAL RESEARCH INSTITUTE TEXAS BIOMEDICAL RESEARCH INSTITUTE RETIREMENT PLAN | SAN ANTONIO TX | 465 | $113.5M | $910K |
