Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 91 U.S. retirement plans report holding Vanguard Mid-Cap Value Etf in their Schedule of Assets, totaling $14.7M 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 | INTERSTATE BATTERIES, INC. INTERSTATE BATTERIES 401(K) PLAN | DALLAS TX | 1,252 | $141.4M | $3.6M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.1M |
| 3 | SIGN A RAMA, INC. U.F.G. GROUP 401(K) RETIREMENT PLAN |
WEST PALM BEACH FL |
| 194 |
| $20.8M |
| $848K |
| 4 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $747K |
| 5 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $562K |
| 6 | MARKSNELSON LLC MARKSNELSON 401(K) PLAN | OVERLAND PARK KS | 165 | $19.8M | $429K |
| 7 | HEINZEN, LLC HEINZEN, LLC 401(K) PLAN | GILROY CA | 95 | $11.1M | $344K |
| 8 | ESKRIDGE AUTO GROUP, INC. ESKRIDGE AUTO GROUP PROFIT SHARING PLAN | OKLAHOMA CITY OK | 146 | $27.7M | $334K |
| 9 | MARKSNELSON ADVISORY, LLC MARKSNELSON ADVISORY, LLC 401(K) PLAN | OVERLAND PARK KS | 155 | $24.1M | $320K |
| 10 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $318K |
