Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid Cap Value Ind Ad Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $777K |
| 2 | CROWN POLY, INC. CROWN POLY, INC. 401(K) PLAN | HUNTINGTON PARK CA | 360 | $22.1M | $201K |
| 3 | BROOKBEAM DENTAL HOLDINGS, LLC BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN |
KINGSTON NY |
| 190 |
| $8.4M |
| $25K |
| 4 | AMUSEMENT INDUSTRY, INC. AMUSEMENT 401(K) PLAN | LONG BEACH CA | 257 | $8.2M | $2K |