Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund Mutual Fund NR in their Schedule of Assets, totaling $1.4M 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 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN | COLUMBIA MD | 45 | $24.1M | $334K |
| 2 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $273K |
| 3 | PRESCIENT EDGE CORPORATION PRESCIENT EDGE CORPORATION 401(K) PLAN |
MCLEAN VA |
| 368 |
| $11.5M |
| $272K |
| 4 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 130 | $19.9M | $217K |
| 5 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $125K |
| 6 | AMERICA VOTES, INC. AMERICA VOTES 401(K) PLAN | WASHINGTON DC | 77 | $8.1M | $66K |
| 7 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $55K |
| 8 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $47K |
| 9 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $38K |
| 10 | CORE ONE SOLUTIONS LLC CORE ONE SOLUTIONS 401(K) PLAN | STERLING VA | 172 | $16.8M | $6K |
