Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Adm. Mutual funds in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERLICK CORPORATION PERLICK CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 214 | $34.2M | $2.7M |
| 2 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $921K |
| 3 | ALLIANCE MEMBER SERVICES INC. |
SANTA CRUZ CA |
| 137 |
| $33.5M |
| $766K |
| 4 | HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS MO | 178 | $16.3M | $222K |
| 5 | EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD OR | 131 | $17.8M | $200K |
