Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund Admiral Mutual funds in their Schedule of Assets, totaling $6.6M 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 | AUTO-CHLOR SYSTEM OF WASHINGTON, INC. AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN | MOUNTAIN VIEW CA | 942 | $90.7M | $3.7M |
| 2 | INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN | HUNTSVILLE AL | 581 | $104.5M | $2.1M |
| 3 | RTM & ASSOCIATES, INC. |
SCHAUMBURG IL |
| 512 |
| $39.7M |
| $260K |
| 4 | COLUMBIA HOSPITALITY, INC. COLUMBIA HOSPITALITY 401(K) PLAN | SEATTLE WA | 2,114 | $43.8M | $253K |
| 5 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $135K |
| 6 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $135K |
| 7 | MAKI CORPORATION MAKI CORPORATION 401(K) PROFIT SHARING PLAN | GARDNER MA | 127 | $7.7M | $36K |
