Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $51.6M 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 | COLUMBIA BANKING SYSTEM, INC. UMPQUA BANK 401(K) AND PROFIT SHARING PLAN | TACOMA WA | 4,695 | $761.3M | $30.8M |
| 2 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $15.2M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 12,000 |
| $1.3B |
| $3.4M |
| 4 | THE PORTLAND CLINIC LLP THE PORTLAND CLINIC LLP RETIREMENT PLAN | PORTLAND OR | 490 | $83.6M | $605K |
| 5 | ATLANTIC TOOL & DIE COMPANY ATLANTIC TOOL & DIE COMPANY 401K PLAN AND TRUST | STRONGSVILLE OH | 334 | $20.5M | $513K |
| 6 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $282K |
| 7 | THE CENTER FOR INDIVIDUAL & FAMILY SERVICES THE CENTER RETIREMENT PLAN | MANSFIELD OH | 452 | $7.1M | $182K |
| 8 | ZUPPARDOS ECONOMICAL SUPERMARKETS, LLC ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC EMPLOYEE PROFIT SHARING PLAN AND TRUST | METAIRIE LA | 118 | $6.3M | $152K |
| 9 | FLAGSHIP TRADING CORPORATION FLAGSHIP TRADING CORP. PROFIT SHARING AND 401(K) PLAN | MIDDLEFIELD OH | 137 | $7.4M | $96K |
| 10 | NEW YORK UNIVERSITY LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | NEW YORK NY | 131 | $8.0M | $58K |
