Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Vanguard Mid‐Cap Value Index Fund Admiral Shares Mutual fund ‐ in their Schedule of Assets, totaling $41.3M 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 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH 403(B) PLAN | NEW YORK NY | 34,692 | $3.6B | $10.4M |
| 2 | NYU LANGONE HOSPITALS NYU LANGONE HOSPITAL-LONG ISLAND 403(B) PLAN | NEW YORK NY | 5,957 | $544.1M | $7.5M |
| 3 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN |
KIRKLAND WA |
| 1,757 |
| $174.1M |
| $4.2M |
| 4 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $3.4M |
| 5 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $1.9M |
| 6 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $1.8M |
| 7 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 106 | $33.5M | $1.4M |
| 8 | METRIXLAB US INC METRIXLAB US INC 401(K) PROFIT SHARING PLAN & TRUST | NORWALK CT | 289 | $24.1M | $883K |
| 9 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $859K |
| 10 | VELIR STUDIOS, LLC VELIR STUDIOS 401K PLAN | SOMERVILLE MA | 209 | $20.8M | $624K |
