Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Mid-cap Value Index Adm Mutual Fund in their Schedule of Assets, totaling $36.6M 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 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $12.3M |
| 2 | HARVARD-WESTLAKE SCHOOL HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | STUDIO CITY CA | 364 | $220.8M | $4.0M |
| 3 | HOUSTON HEALTHCARE |
WARNER ROBINS GA |
| 2,427 |
| $124.0M |
| $2.8M |
| 4 | HPS INVESTMENT PARTNERS, LLC HPS INVESTMENT PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 616 | $102.5M | $1.8M |
| 5 | JAMCO AMERICA INC. JAMCO RETIREMENT PLAN | EVERETT WA | 296 | $58.7M | $1.6M |
| 6 | THE PROFESSIONAL BASKETBALL CLUB, LLC THE PROFESSIONAL BASKETBALL CLUB, LLC 401(K) PLAN | OKLAHOMA CITY OK | 196 | $34.0M | $1.4M |
| 7 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN | BOSTON MA | 187 | $42.6M | $1.2M |
| 8 | ATHENS ORTHOPEDIC CLINIC, P.A. ATHENS ORTHOPEDIC CLINIC, P.A. 401(K) PROFIT SHARING PLAN | ATHENS GA | 309 | $47.3M | $1.1M |
| 9 | AVI SYSTEMS, INC. AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LENEXA KS | 1,191 | $399.5M | $838K |
| 10 | ALCO PARKING CORPORATION ALCO PARKING CORP. PROFIT SHARING 401(K) PLAN | PITTSBURGH PA | 120 | $16.1M | $807K |
