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 Inst Registered investment company in their Schedule of Assets, totaling $15.9M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $13.0M |
| 2 | SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN | COSTA MESA CA | 1,711 | $235.3M | $1.3M |
| 3 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
MENANDS NY |
| 1,153 |
| $186.3M |
| $689K |
| 4 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST | PHILADELPHIA PA | 335 | $28.0M | $651K |
| 5 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B | PHILADELPHIA PA | 714 | $39.6M | $293K |
