Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mid-Cap Index Admiral Registered Investment Company (Mutual Fund) in their Schedule of Assets, totaling $1.1M 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 | WALTERS, BALIDO & CRAIN, L.L.P WALTERS, BALIDO & CRAIN RETIREMENT PLAN | DALLAS TX | 139 | $22.4M | $799K |
| 2 | HILL & MARKES, LLC. HILL & MARKES, LLC 401(K) PLAN | AMSTERDAM NY | 165 | $8.6M | $270K |
| 3 | WOODLAND POND WOODLAND POND 403(B) PENSION PLAN |
NEW PALTZ NY |
| 373 |
| $4.2M |
| $31K |
