Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 118 U.S. retirement plans report holding Vanguard Mid‐Cap Value Index Fund ‐ Admiral Shares in their Schedule of Assets, totaling $197.6M 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 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $97.7M |
| 2 | GENUINE PARTS COMPANY GENUINE PARTS COMPANY 401(K) SAVINGS PLAN | ATLANTA GA | 31,464 | $2.5B | $31.8M |
| 3 | ACS TECHNOLOGIES GROUP, INC. ACS TECHNOLOGIES GROUP, INC. 401(K) PLAN |
FLORENCE SC |
| 366 |
| $61.3M |
| $12.3M |
| 4 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $11.1M |
| 5 | THE UNIVERSITY OF TULSA THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN | TULSA OK | 1,173 | $427.4M | $8.8M |
| 6 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $6.3M |
| 7 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $3.5M |
| 8 | SCHRODINGER, INC. SCHRODINGER, INC. 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 652 | $134.5M | $2.2M |
| 9 | LIGHTBOX EMPLOYER, L.L.C. LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN | SHELTON CT | 484 | $89.8M | $2.0M |
| 10 | WOMEN'S HEALTH CARE, P.C. WOMEN'S HEALTH CARE, P. C. PROFIT SHARING AND 401(K) PLAN | NEWBURGH IN | 114 | $21.7M | $1.6M |