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 Indx Fd in their Schedule of Assets, totaling $700K 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 | IMT INSURANCE COMPANY IMT INSURANCE COMPANY RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 392 | $83.1M | $323K |
| 2 | BAILEY & GLASSER PLLC BAILEY & GLASSER 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 156 | $38.0M | $304K |
| 3 | WARRIOR INVICTUS HOLDING COMPANY, INC. |
BEDFORD PARK IL |
| 494 |
| $30.3M |
| $73K |