Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Vanguard Mid-Cap Value Index " in their Schedule of Assets, totaling $94.4M 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $21.6M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $14.4M |
| 3 | CARIS SCIENCE, INC. CARIS SCIENCE, INC. 401(K) PLAN |
| 1,760 |
| $141.1M |
| $6.3M |
| 4 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN | WISCONSIN RAPIDS WI | 1,753 | $217.3M | $6.2M |
| 5 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $3.5M |
| 6 | SELF-HELP SERVICES CORPORATION 403(B) PLAN FOR SELF-HELP SERVICES CORPORATION | DURHAM NC | 264 | $84.0M | $2.4M |
| 7 | VETERINARY PRACTICE PARTNERS, LLC VETERINARY PRACTICE PARTNERS, LLC 401(K) PLAN | KING OF PRUSSIA PA | 3,224 | $69.6M | $2.4M |
| 8 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $2.3M |
| 9 | SELF-HELP SERVICES CORPORATION SELF HELP EMPLOYEE 401(K) PLAN | DURHAM NC | 720 | $52.3M | $2.2M |
| 10 | PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY PROFIT SHARING PLAN | MAYFIELD VILLAGE OH | 916 | $143.2M | $2.1M |
