Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 204 U.S. retirement plans report holding Vanguard Mid-cap Value Index Admiral in their Schedule of Assets, totaling $216.9M 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 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $38.8M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $19.7M |
| 3 | CTC TRADING GROUP, LLC |
CHICAGO IL |
| 652 |
| $352.4M |
| $11.4M |
| 4 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $11.2M |
| 5 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $10.5M |
| 6 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL | 4,828 | $330.3M | $9.0M |
| 7 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $7.8M |
| 8 | ANCESTRY.COM OPERATIONS INC. ANCESTRY RETIREMENT SAVINGS AND INVESTMENT PLAN | LEHI UT | 1,108 | $219.7M | $5.3M |
| 9 | PILOT TRAVEL CENTERS LLC PILOT TRAVEL CENTERS LLC 401(K) PLAN | KNOXVILLE TN | 29,888 | $506.9M | $5.1M |
| 10 | MARINE SPILL RESPONSE CORPORATION MARINE SPILL RESPONSE CORPORATION 401(K) PROFIT SHARING THRIFT SAVINGS PLAN | HERNDON VA | 317 | $122.9M | $5.0M |
