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 Admiral Mutual fund (1) in their Schedule of Assets, totaling $3.0M 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 | ROBERTET, INC. ROBERTET USA 401(K) PLAN | MT. OLIVE NJ | 404 | $111.9M | $2.2M |
| 2 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $466K |
| 3 | GREENFIELD REHABILITATION AGENCY, INC. GREENFIELD REHABILITATION AGENCY INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN |
BROOKFIELD WI |
| 364 |
| $20.5M |
| $270K |
| 4 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $47K |
