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 Fund Mutual funds in their Schedule of Assets, totaling $74.9M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $24.0M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $7.4M |
| 3 | ISLAND EMPLOYMENT SERVICES, LLC |
NEW YORK NY |
| 302 |
| $120.8M |
| $7.2M |
| 4 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 1,035 | $45.7M | $4.8M |
| 5 | MESTEK, INC. MESTEK, INC. 401(K) & PROFIT SHARING PLAN | WESTFIELD MA | 1,005 | $147.9M | $3.7M |
| 6 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $3.7M |
| 7 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $2.4M |
| 8 | AMERICAN BEVERAGE MARKETERS AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN | NEW ALBANY IN | 178 | $36.4M | $2.3M |
| 9 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $2.1M |
| 10 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $1.9M |