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 Fund Adm Pooled Separate Account in their Schedule of Assets, totaling $257K 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 | SAMBA TV, INC. SAMBA TV, INC. 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 102 | $13.3M | $153K |
| 2 | BIOURJA HOLDINGS, LLC BIOURJA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 131 | $12.5M | $69K |
| 3 | DUNCASTER, INC. DUNCASTER, INC. 401K RETIREMENT PLAN | BLOOMFIELD CT | 291 | $14.5M | $24K |
| 4 | BIOURJA RENEWABLES, LLC BIOURJA RENEWABLES RETIREMENT PLAN | HOUSTON TX | 122 | $5.2M | $12K |