Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Mid-Cap Index Institutional in their Schedule of Assets, totaling $317.9M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $79.4M |
| 2 | UNIVERSITY OF MINNESOTA PHYSICIANS UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN | MINNEAPOLIS MN | 4,740 | $1.1B | $67.2M |
| 3 | ROPER ST. FRANCIS HEALTHCARE |
CHARLESTON SC |
| 6,783 |
| $664.5M |
| $43.2M |
| 4 | SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN | CHARLESTON SC | 10,624 | $1.2B | $31.5M |
| 5 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $19.6M |
| 6 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY LEGACY 401(K) PLAN | RALEIGH NC | 669 | $363.3M | $18.7M |
| 7 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $17.9M |
| 8 | EMPIRE SOUTHWEST LLC EMPIRE RETIREMENT SAVINGS PLAN | MESA AZ | 4,178 | $487.3M | $13.7M |
| 9 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $7.6M |
| 10 | BARNARD COLLEGE BARNARD COLLEGE 403(B) PLAN | NEW YORK NY | 905 | $441.2M | $6.5M |
