Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Mid-Cap Val Index Adm Mutual fund in their Schedule of Assets, totaling $3.8M 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 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | HOUSTON TX | 165 | $50.3M | $1.8M |
| 2 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $632K |
| 3 | SYNDIGO LLC SYNDIGO 401(K) PLAN | CHICAGO IL | 554 | $49.6M | $347K |
| 4 | GULF WINDS CREDIT UNION GULF WINDS CREDIT UNION 401K PLAN AND TRUST | PENSACOLA FL | 221 | $14.1M | $346K |
| 5 | MINDTECK, INC. MINDTECK, INC. RETIREMENT SAVINGS PLAN | NAPLES FL | 54 | $6.2M | $189K |
| 6 | COKEVA INC COKEVA, INC. 401(K) RETIREMENT PLAN | ROSEVILLE CA | 227 | $17.8M | $146K |
| 7 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $137K |
| 8 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $122K |
| 9 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $37K |
| 10 | HAWAII PLANING MILL, LTD HPM BUILDING SUPPLY 401(K) PLAN | KEAAU HI | 581 | $22.1M | $23K |
