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 Fnd Adm Pooled separate account in their Schedule of Assets, totaling $1.2M 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 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $1.0M |
| 2 | ANTELOPE VALLEY NISSAN, INC. ANTELOPE VALLEY NISSAN, INC. PROFIT SHARING 401(K) PLAN | PALMDALE CA | 79 | $2.6M | $91K |
| 3 | W3 LUXURY LIVING W3 LUXURY LIVING 401(K) PLAN |
GRAND PRAIRIE TX |
| 169 |
| $6.2M |
| $71K |