Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Mid-cap Value Idx Adm - in their Schedule of Assets, totaling $6.1M 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 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $1.7M |
| 2 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $1.1M |
| 3 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN |
LOUISVILLE KY |
| 465 |
| $104.0M |
| $1.0M |
| 4 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $623K |
| 5 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN | LOUISVILLE KY | 437 | $30.2M | $425K |
| 6 | UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE TN | 215 | $44.5M | $413K |
| 7 | WELL-SPRING RETIREMENT COMMUNITY, INC. WELL-SPRING RETIREMENT COMMUNITY, INC. TAX-DEFERRED RETIREMENT SAVINGS PLAN | GREENSBORO NC | 781 | $16.5M | $274K |
| 8 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $207K |
| 9 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $131K |
| 10 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $89K |
