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 Fund Adm Mutual funds in their Schedule of Assets, totaling $1.7M 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 | EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 265 | $50.8M | $1.3M |
| 2 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN | BOCA RATON FL | 187 | $18.8M | $291K |
| 3 | MOTORCAR PARTS OF AMERICA, INC. MOTORCAR PARTS OF AMERICA, INC. 401(K) SAVINGS PLAN |
TORRANCE CA |
| 344 |
| $35.6M |
| $66K |
