Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid-Cap Index Signal in their Schedule of Assets, totaling $39.6M 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 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $21.2M |
| 2 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $14.5M |
| 3 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN |
CONSHOHOCKEN PA |
| 599 |
| $94.9M |
| $2.5M |
| 4 | 3V SIGMA USA INC. 3V SIGMA USA INC. PROFIT SHARING / 401K PLAN | GEORGETOWN SC | 162 | $17.6M | $1.4M |