Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Mid-Cap Index Fund Institutional Mutual Fund in their Schedule of Assets, totaling $38.6M 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 | ZENITH INSURANCE COMPANY ZENITH 401(K) PLAN | WOODLAND HILLS CA | 1,474 | $399.3M | $13.5M |
| 2 | TRANSCORE, LP TRANSCORE 401(K) RETIREMENT PLAN | NASHVILLE TN | 2,067 | $230.2M | $10.8M |
| 3 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 556 |
| $442.3M |
| $6.0M |
| 4 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $5.8M |
| 5 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $2.5M |