Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard* Mid-Cap Index Fund Institutional Shares in their Schedule of Assets, totaling $898.1M 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 | VALERO ENERGY CORPORATION VALERO ENERGY CORPORATION THRIFT PLAN | SAN ANTONIO TX | 7,722 | $3.4B | $157.6M |
| 2 | KIRKLAND & ELLIS LLP KIRKLAND & ELLIS LLP DEFINED CONTRIBUTION 401(K) SAVINGS PLAN | CHICAGO IL | 5,880 | $2.7B | $100.2M |
| 3 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN |
HERSHEY PA |
| 11,915 |
| $2.1B |
| $90.4M |
| 4 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $71.9M |
| 5 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $63.7M |
| 6 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $53.9M |
| 7 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $49.6M |
| 8 | GENESIS ADMINISTRATIVE SERVICES LLC GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1 | KENNETT SQUARE PA | 18,042 | $981.4M | $47.6M |
| 9 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $28.0M |
| 10 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $19.7M |
