Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Mid Cap Val Idx Adm Fd in their Schedule of Assets, totaling $895K 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 | SHORE UNITED BANK SHORE UNITED BANK 401K PLAN | EASTON MD | 589 | $71.8M | $871K |
| 2 | BEEKMAN 1802, INC. BEEKMAN 1802, INC. 401(K) PLAN | SCHENECTADY NY | 95 | $5.2M | $24K |