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 Mutual Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KFI ENGINEERS, PC KFI ENGINEERS 401(K) PLAN | ST. PAUL MN | 273 | $35.3M | $1.1M |
| 2 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $53K |
