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 ETF in their Schedule of Assets, totaling $5.5M 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 | UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO. UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO. 44 PENSION PLAN | CLEVELAND OH | 292 | $98.2M | $5.3M |
| 2 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $79K |
| 3 | FEDERAL PACKAGE NETWORK, INC |
CHANHASSEN MN |
| 129 |
| $5.2M |
| $46K |
| 4 | PARALLEL AG. PARALLEL AG. 401(K) PLAN | CHICKASHA OK | 209 | $7.1M | $17K |