Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Mid-Cap Value Idx Adm Mutual fund in their Schedule of Assets, totaling $24.8M 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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $16.5M |
| 2 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $2.3M |
| 3 | SITUSAMC HOLDINGS CORP. |
HOUSTON TX |
| 1,952 |
| $208.9M |
| $1.7M |
| 4 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $1.4M |
| 5 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $744K |
| 6 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $719K |
| 7 | KING SCHOOL, INC. KING SCHOOL, INC. SECTION 403(B) PLAN | STAMFORD CT | 186 | $58.8M | $617K |
| 8 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $231K |
| 9 | THE FOUNDATION SCHOOLS THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | LARGO MD | 172 | $28.2M | $133K |
| 10 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 691 | $47.8M | $110K |
