Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid-Cap Value ETF Exchange-traded funds in their Schedule of Assets, totaling $2.8M 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 | GREENHOUSE SOFTWARE, INC. GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 588 | $38.2M | $2.4M |
| 2 | BBI LOGISTICS, LLC BBI LOGISTICS, LLC 401(K) PLAN | COLUMBUS OH | 233 | $8.2M | $229K |
| 3 | HARGROVE HOLDING COMPANY, INC. HARGROVE HOLDING COMPANY, INC. TEAMMATE STOCK OWNERSHIP PLAN |
MOBILE AL |
| 1,466 |
| $66.3M |
| $131K |
| 4 | BLUE JAY TRANSIT INC. BLUE JAY TRANSIT INC 401(K) | MIAMI FL | 447 | $14.0M | $66K |