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 Registered investment company in their Schedule of Assets, totaling $25.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $23.4M |
| 2 | DEKRA NORTH AMERICA, INC. DEKRA AMERICA, INC. 401(K) PLAN | ATLANTA GA | 559 | $49.0M | $883K |
| 3 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
COLUMBUS OH |
| 371 |
| $29.3M |
| $367K |
| 4 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $364K |
| 5 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN | SEATTLE WA | 414 | $18.2M | $286K |
| 6 | THE COOPER HEALTH SYSTEM COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | CAMDEN NJ | 8,219 | $359.2M | $216K |
| 7 | HELICOPTER EXPRESS, INC. HELICOPTER EXPRESS 401(K) PLAN | CHAMBLEE GA | 294 | $10.7M | $137K |
| 8 | SAMUEL CORALUZZO CO., INC. SAMUEL CORALUZZO CO., INC. 401(K) PROFIT SHARING PLAN | VINELAND NJ | 772 | $12.5M | $107K |
| 9 | AMR RESOURCES, LLC AMR RESOURCES 401(K) PLAN | MARIETTA GA | 59 | $4.3M | $32K |
| 10 | GRIFFITH COMPANY GRIFFITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | BREA CA | 260 | $173.1M | $7K |
