Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Vanguard mid cap index adm Mutual Funds in their Schedule of Assets, totaling $26.3M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $6.8M |
| 2 | GENERAL CATALYST ENTERPRISES, IN GENERAL CATALYST ENTERPRISES, INC. 401(K) SAVINGS PLAN | CAMBRIDGE MA | 199 | $30.6M | $2.2M |
| 3 | CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA |
OAKLAND CA |
| 24,741 |
| $3.3B |
| $1.9M |
| 4 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $1.7M |
| 5 | MALNATI ORGANIZATION, LLC MALNATI ORGANIZATION 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 1,435 | $28.5M | $1.4M |
| 6 | COLUMBIA COMMUNITY MENTAL HEALTH COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN | ST HELENS OR | 197 | $10.6M | $974K |
| 7 | WORLDWIDE EQUIPMENT ENTERPRISES WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS | KNOXVILLE TN | 817 | $23.6M | $867K |
| 8 | PETERSON ENTERPRISES, INC. PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST | SAINT LOUIS MO | 160 | $8.7M | $814K |
| 9 | WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC. WSFSSH 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 416 | $24.3M | $747K |
| 10 | ROSEMAN UNIVERSITY OF HEALTH SCIENCES ROSEMAN UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION PLAN | HENDERSON NV | 607 | $82.6M | $746K |
