Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Adm Registered investment company in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REFLEXION MEDICAL REFLEXION MEDICAL RETIREMENT TRUST | HAYWARD CA | 251 | $30.9M | $603K |
| 2 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $435K |
| 3 | HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN |
PORTLAND OR |
| 339 |
| $110.2M |
| $317K |
| 4 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | EAST LIBERTY OH | 3,565 | $78.2M | $308K |
| 5 | CONCEPT LABORATORIES, INC. CONCEPT LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 119 | $3.5M | $117K |
| 6 | GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN | EUGENE OR | 528 | $6.4M | $97K |
| 7 | CLOUD IMPERIUM GAMES TEXAS, LLC CLOUD IMPERIUM GAMES TEXAS, LLC 401(K) PLAN | BEE CAVE TX | 116 | $5.5M | $44K |
| 8 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $36K |
| 9 | CREDIT CARD SERVICES, INC. BANKCARD SERVICE 401(K) PLAN | TORRANCE CA | 122 | $5.5M | $15K |
| 10 | FIRST MONTGOMERY PAYROLL INC. FIRST MONTGOMERY PAYROLL INC 401(K) PLAN | HADDON TOWNSHIP NJ | 121 | $12.5M | $12K |
