Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mid Cap Value Idx Adm Mutual Funds in their Schedule of Assets, totaling $129.1M 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 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA CA | 18,579 | $6.5B | $129.0M |
| 2 | APPDIRECT, INC. APPDIRECT 401(K) PLAN | SAN FRANCISCO CA | 410 | $30.3M | $128K |
| 3 | REDAPTIVE, INC. REDAPTIVE, INC. 401(K) PLAN |
DENVER CO |
| 171 |
| $19.6M |
| $47K |