Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 140 U.S. retirement plans report holding Vanguard Mid‐Cap Value Index Fund in their Schedule of Assets, totaling $184.6M 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 | FIRSTENERGY CORP. FIRSTENERGY CORP. SAVINGS PLAN | AKRON OH | 12,394 | $3.9B | $121.4M |
| 2 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA OK | 3,732 | $639.0M | $6.0M |
| 3 | ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN |
WHEELING WV |
| 1,870 |
| $1.2B |
| $5.9M |
| 4 | FIRST NATIONAL BANK OF OMAHA FIRST NATIONAL BANK OF OMAHA PENSION PLAN | OMAHA NE | 759 | $281.5M | $4.0M |
| 5 | ATRADIUS TRADE CREDIT INSURANCE ATRADIUS TRADE CREDIT INSURANCE 401(K) AND RETIREMENT PLAN | HUNT VALLEY MD | 133 | $41.9M | $2.6M |
| 6 | KNUTSON HOLDINGS, INC. KNUTSON HOLDINGS, INC. 401(K) PLAN | MINNEAPOLIS MN | 144 | $39.5M | $2.1M |
| 7 | WAGO CORPORATION WAGO CORPORATION 401(K) PLAN | GERMANTOWN WI | 241 | $66.0M | $1.6M |
| 8 | BROOK & WHITTLE LIMITED BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,795 | $91.9M | $1.5M |
| 9 | GN AUDIO USA, INC. GN AUDIO USA, INC. RETIREMENT SAVINGS PLAN | LOWELL MA | 424 | $56.9M | $1.5M |
| 10 | ROWLEY BROTHERS, INC. ROWLEY 401(K) PLAN | BAY CITY MI | 313 | $27.2M | $1.4M |
