Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid-Cap Val Index Adm Mutual funds in their Schedule of Assets, totaling $5.6M 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 | NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY MO | 1,979 | $171.4M | $5.2M |
| 2 | PETERSON ENTERPRISES, INC. PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST | SAINT LOUIS MO | 160 | $8.7M | $250K |
| 3 | VIGNET INC |
FAIRFAX VA |
| 72 |
| $11.7M |
| $196K |
| 4 | MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 99 | $14.7M | $11K |