Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Adm N/R in their Schedule of Assets, totaling $1.7M 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 | DAVIS MEMORIAL HOSPITAL DAVIS HEALTH SYSTEM 401(K) PROFIT SHARING PLAN | ELKINS WV | 880 | $34.8M | $1.6M |
| 2 | DAVIS HEALTH SYSTEM, INC. DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN | ELKINS WV | 810 | $4.2M | $147K |
| 3 | WELLMORE, INC. WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN |
WATERBURY CT |
| 279 |
| $9.5M |
| $12K |