Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Vanguard Mid-Cap Value index Fund Mutual fund in their Schedule of Assets, totaling $115.0M 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 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $29.0M |
| 2 | VALVE CORPORATION THE VALVE CORPORATION 401K PLAN AND TRUST | BELLEVUE WA | 357 | $291.5M | $21.0M |
| 3 | NV ENERGY, INC. NV ENERGY 401K PLAN | RENO NV |
| 2,727 |
| $1.1B |
| $14.8M |
| 4 | OMNICELL, INC. OMNICELL, INC. 401(K) PLAN | FORT WORTH TX | 3,172 | $420.5M | $7.3M |
| 5 | WERNER ENTERPRISES, INC. WERNER ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | OMAHA NE | 9,919 | $309.6M | $6.7M |
| 6 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $6.1M |
| 7 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $2.0M |
| 8 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $1.8M |
| 9 | ROBLOX CORPORATION ROBLOX CORPORATION 401K PLAN | SAN MATEO CA | 2,328 | $389.2M | $1.6M |
| 10 | JJ KELLER & ASSOCIATES, INC. JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | NEENAH WI | 1,681 | $127.2M | $1.6M |
