Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Vanguard Mid‐Cap Value ETF Pooled Separate Account in their Schedule of Assets, totaling $9.7M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $3.8M |
| 2 | KANEQUIP, INC. KANEQUIP, INC. PROFIT SHARING PLAN AND TRUST | SHAWNEE MISSION KS | 305 | $33.2M | $1.1M |
| 3 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN |
WHITE PLAINS NY |
| 198 |
| $13.4M |
| $603K |
| 4 | BURT PROCESS EQUIPMENT, INC. BURT PROCESS EQUIPMENT, INC. PROFIT SHARING PLAN | HAMDEN CT | 193 | $16.6M | $539K |
| 5 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $344K |
| 6 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $244K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $237K |
| 8 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $236K |
| 9 | WORKHORSE TECHNOLOGIES, INC. WORKHORSE TECHNOLOGIES, INC. 401(K) PLAN | SHARONVILLE OH | 120 | $9.3M | $232K |
| 10 | PRODUCERS MIDSTREAM MANAGEMENT, LLC PRODUCERS MIDSTREAM MANAGEMENT 401(K) PLAN | DALLAS TX | 146 | $12.9M | $177K |
