Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Mid-Cap Value Fund in their Schedule of Assets, totaling $62.7M 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 | TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 5,046 | $1.9B | $28.3M |
| 2 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK NY | 188 | $359.4M | $15.4M |
| 3 | SAUL EWING LLP |
PHILADELPHIA PA |
| 869 |
| $489.3M |
| $6.8M |
| 4 | BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW- ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA | ST. LOUIS MO | 2,056 | $288.6M | $5.6M |
| 5 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $2.4M |
| 6 | MET-PRO TECHNOLOGIES LLC MET-PRO TECHNOLOGIES LLC CONSOLIDATED PENSION PLAN | ADDISON TX | 27 | $25.3M | $1.8M |
| 7 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 HEALTH & WELFARE PLAN PLUMBERS & STEAMFITTERS LOCAL 440 H&W PLAN | LAFAYETTE IN | 2,383 | $61.6M | $1.1M |
| 8 | GEOKON, INC. GEOKON, INC. 401(K) PLAN | LEBANON NH | 150 | $19.7M | $581K |
| 9 | PERMANENTE DENTAL ASSOCIATES, P.C. PERMANENTE DENTISTS RETIREMENT PLAN FOR PERMANENTE DENTAL ASSOCIATES | PORTLAND OR | 155 | $50.1M | $392K |
| 10 | OLNEY BANCSHARES OF TEXAS, INC. OLNEY BANCSHARES OF TEXAS, INC. EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | OLNEY TX | 524 | $49.0M | $289K |
