Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 135 U.S. retirement plans report holding Vanguard mid cap index Mutual Fund - in their Schedule of Assets, totaling $164.0M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $14.8M |
| 2 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST | KOHLER WI | — | $255.0M | $14.8M |
| 3 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN |
BELLEVUE WA |
| 862 |
| $228.5M |
| $12.8M |
| 4 | DISCOVERY ENERGY LLC DISCOVERY ENERGY 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | KOHLER WI | 1,204 | $177.6M | $10.2M |
| 5 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $9.1M |
| 6 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $7.3M |
| 7 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $6.1M |
| 8 | DISCOVERY ENERGY LLC DISCOVERY ENERGY 401(K) SAVINGS PLAN | KOHLER WI | 1,266 | $81.4M | $4.6M |
| 9 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $4.3M |
| 10 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $4.3M |
