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 Admiral Shares Registered Investment Company in their Schedule of Assets, totaling $14.8M 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 | RADIATE HOLDCO, LLC RADIATE HOLDCO, LLC RETIREMENT SAVINGS PLAN | PRINCETON NJ | 2,817 | $317.0M | $14.4M |
| 2 | JOSEPHINE CARING COMMUNITY JOSEPHINE 403(B) RETIREMENT PLAN | STANWOOD WA | 236 | $9.1M | $315K |
| 3 | DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC |
NEW ORLEANS LA |
| 122 |
| $13.1M |
| $59K |
