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 Index A in their Schedule of Assets, totaling $1.2M 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 | HEALTHPOINT HEALTHPOINT 403(B) SAVINGS PLAN | RENTON WA | 343 | $35.7M | $833K |
| 2 | SUNSET AUTOMOTIVE GROUP SUNSET AUTOMOTIVE GROUP 401(K) PLAN | SARASOTA FL | 520 | $36.4M | $224K |
| 3 | COOKFOX ARCHITECTS, DPC 401K PLAN COOKFOX ARCHITECTS, DPC 401K PLAN |
NEW YORK NY |
| 75 |
| $12.8M |
| $183K |
| 4 | OPTICSPLANET, INC. OPTICSPLANET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK IL | 354 | $10.9M | $6K |
