Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Admiral Mutual funds in their Schedule of Assets, totaling $9.9M 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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $3.4M |
| 2 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $1.5M |
| 3 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN |
BREWSTER CT |
| 407 |
| $42.6M |
| $956K |
| 4 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $774K |
| 5 | ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON FL | 653 | $32.6M | $461K |
| 6 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $456K |
| 7 | ROGERS FORD SALES, INC. ROGERS FORD SALES, INC. 401(K) PLAN | MIDLAND TX | 179 | $14.0M | $405K |
| 8 | CENTURY HVAC DISTRIBUTING, L.P. CENTURY HVAC DISTRIBUTING 401(K) SAVINGS PLAN | DALLAS TX | 141 | $6.8M | $316K |
| 9 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY | YORK PA | 77 | $71.3M | $243K |
| 10 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $213K |
