Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund Admiral Registered investment company in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILLWOOD DEVELOPMENT COMPANY, LLC PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT | DALLAS TX | 773 | $221.0M | $3.2M |
| 2 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $1.6M |
| 3 | ALS GROUP USA, CORP. |
HOUSTON TX |
| 829 |
| $114.4M |
| $1.3M |
| 4 | DELTA MARINE INDUSTRIES, INCORPORATED DELTA MARINE INDUSTRIES, INCORPORATED EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 258 | $37.7M | $1.2M |
| 5 | CAPSTONE ON-CAMPUS MANGEMENT, LLC CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN | VESTAVIA HILLS AL | 297 | $23.8M | $813K |
| 6 | URBAN RENAISSANCE GROUP, LLC URBAN RENAISSANCE 401(K) PLAN AND TRUST | SEATTLE WA | 183 | $29.3M | $307K |
| 7 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $117K |
| 8 | HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN | SALISBURY MD | 143 | $4.8M | $21K |
