Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mid-Cap VAL Index Admiral in their Schedule of Assets, totaling $2.4M 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 | CIVICPLUS LLC CIVICPLUS 401(K) RETIREMENT PLAN | MANHATTAN KS | 913 | $46.6M | $2.3M |
| 2 | ADVISEWELL, INC. ADVISEWELL, INC. RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 18 | $4.6M | $48K |
| 3 | LINK-IN BENEFITS, LLC LINK-IN BENEFITS DEFINED CONTRIBUTION PLAN |
MILFORD CT |
| 349 |
| $6.4M |
| $36K |