Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund/Open-end in their Schedule of Assets, totaling $554K 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 | STEVEN WINTER ASSOCIATES INC. STEVEN WINTER ASSOCIATES, INC. 401(K) PLAN | NORWALK CT | 125 | $17.3M | $377K |
| 2 | TALLIS, LLC TALLIS, LLC 401(K) PLAN | SHERMAN OAKS CA | 918 | $9.2M | $138K |
| 3 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN |
BOSTON MA |
| 383 |
| $11.9M |
| $39K |
