Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 328 U.S. retirement plans report holding VANGUARD MID CAP VALUE IND ADM in their Schedule of Assets, totaling $110.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $6.3M |
| 2 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $5.3M |
| 3 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN |
DUBLIN OH |
| 1,492 |
| $202.0M |
| $5.1M |
| 4 | FINDLAY MANAGEMENT GROUP FINDLAY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON NV | 2,516 | $77.4M | $3.7M |
| 5 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.8M |
| 6 | SAFILO USA, INC. SAFILO USA INC./SMITH SPORT OPTICS INC. 401K PLAN | SECAUCUS NJ | 590 | $61.6M | $2.6M |
| 7 | GEMMA POWER SYSTEMS, LLC GEMMA POWER SYSTEMS 401(K) PLAN | GLASTONBURY CT | 442 | $46.4M | $1.8M |
| 8 | UNITHER US CORP UNITHER 401(K) RETIREMENT PLAN | ROCHESTER NY | 322 | $61.7M | $1.5M |
| 9 | OMNI WORKSPACE COMPANY LLC OMNI WORKSPACE COMPANY LLC 401(K) PLAN | MINNEAPOLIS MN | 477 | $55.5M | $1.3M |
| 10 | FIT ELECTRONICS, INC. FIT ELECTRONICS, INC. 401(K) PLAN | IRVINE CA | 121 | $45.1M | $1.3M |
