Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Mid-Cap Value ETF Mutual funds in their Schedule of Assets, totaling $207K 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 | CONSCIOUS CONTENT MEDIA, INC. CONSCIOUS CONTENT MEDIA, INC. D/B/A HOMER 401(K) PLAN | NEW YORK NY | 82 | $12.3M | $84K |
| 2 | S&D CAR WASH MANAGEMENT LLC QUICK QUACK CAR WASH 401(K) PLAN | ROCKLIN CA | 2,621 | $19.9M | $77K |
| 3 | ORCHARD AND VINEYARD SUPPLY, LLC OVS 401K RETIREMENT PLAN |
YAKIMA WA |
| 318 |
| $11.6M |
| $33K |
| 4 | GOLDEN STATE HEALTH CENTERS, INC. GOLDEN STATE HEALTH CENTERS, INC. 401(K) PLAN | SHERMAN OAKS CA | 795 | $8.8M | $10K |
| 5 | DIGITAL UNITED, LLC DIGITAL UNITED, LLC 401(K) PLAN | WEST PALM BEACH FL | 98 | $20.5M | $3K |
