Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Mid-Cap Value ETF Exchange-traded fund in their Schedule of Assets, totaling $2.2M 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 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $987K |
| 2 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $509K |
| 3 | HARGROVE HOLDING COMPANY, INC. |
MOBILE AL |
| 2,069 |
| $73.3M |
| $110K |
| 4 | JT BD OF TR CUMB MD TEAMSTERS CONST. IND. & MISC. PENSION FUND CUMBERLAND MD TEAMSTERS CONST. IND. & MISC. PENSION FUND | CUMBERLAND MD | 14 | $9.1M | $85K |
| 5 | THE BLACK TUX, LLC THE BLACK TUX, INC. 401(K) PLAN | SANTA MONICA CA | 356 | $5.9M | $80K |
| 6 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $69K |
| 7 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $63K |
| 8 | SAFERIDE, INC. SAFERIDE HEALTH 401(K) PLAN | SAN ANTONIO TX | 304 | $4.7M | $59K |
| 9 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $50K |
| 10 | CHOWNOW, INC CHOWNOW, INC. 401(K) PLAN | LOS ANGELES CA | 217 | $14.0M | $39K |
