Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund/Open-end fund Mutual Funds in their Schedule of Assets, totaling $597K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALICE AND OLIVIA, LLC ALICE AND OLIVIA, LLC 401(K) PLAN | SECAUCUS NJ | 332 | $13.6M | $424K |
| 2 | FOUR WINDS HEALTH, LLC FOUR WINDS HEALTH RETIREMENT PLAN | ATLANTA GA | 2,174 | $17.9M | $173K |
