Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Mid-Cap Value ETF Pooled separate accounts in their Schedule of Assets, totaling $1.5M 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 | PC SPECIALISTS, INC. TECHNOLOGY INTEGRATION GROUP 401(K) PLAN | SAN DIEGO CA | 0 | $0 | $429K |
| 2 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $340K |
| 3 | LINKWARE, LLC LINKWARE, LLC 401(K) PLAN |
MCLEAN VA |
| 165 |
| $9.7M |
| $173K |
| 4 | CLINCHOICE INC. CLINCHOICE INC. 401(K) PROFIT SHARING PLAN | HORSHAM PA | 226 | $29.0M | $137K |
| 5 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $125K |
| 6 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $82K |
| 7 | CROWES MANAGEMENT COMPANY CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LEESBURG GA | 496 | $25.7M | $46K |
| 8 | UP MANAGEMENT, LLC UP MANAGEMENT, LLC 401(K) PLAN | ROCK ISLAND IL | 208 | $3.4M | $41K |
| 9 | FRED TAYLOR COMPANY, INC. AND SUBSIDIARIES FRED TAYLOR COMPANY, INC. AND SUBSIDIARIES 401(K) PLAN | ALBANY GA | 181 | $4.8M | $39K |
| 10 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $32K |
