Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Mid-Cap Index Inv Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD CA | 593 | $46.5M | $814K |
| 2 | VIVEX BIOLOGICS, INC. VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 396 | $14.0M | $328K |
| 3 | LINEAR MOTION LLC LINEAR MOTION UNION 401(K) PLAN |
SAGINAW MI |
| 102 |
| $8.7M |
| $320K |
| 4 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES | EDINA MN | 651 | $15.8M | $139K |
| 5 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST | EDINA MN | 218 | $19.9M | $90K |
| 6 | VENTURE GENERAL CONTRACTING, LLC VENTURE GENERAL CONTRACTING LLC 401K RETIREMENT PLAN | SEATTLE WA | 91 | $15.5M | $29K |