Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Fund " in their Schedule of Assets, totaling $138.7M 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 | BIO-TECHNE CORPORATION BIO-TECHNE CORPORATION AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | MINNEAPOLIS MN | 2,226 | $355.1M | $7.1M |
| 3 | BERNARD ROBINSON & COMPANY, LLP BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN |
GREENSBORO NC |
| 164 |
| $38.3M |
| $1.3M |
| 4 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $1.1M |
| 5 | JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN NECA-IBEW LOCAL UNION 1701 PENSION BENEFIT TRUST FUND | LANSING MI | 460 | $72.6M | $848K |
| 6 | BAST HATFIELD CONSTRUCTION, LLC BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN | CLIFTON PARK NY | 122 | $30.6M | $716K |
| 7 | PERMANENTE DENTAL ASSOCIATES, P.C. PERMANENTE DENTISTS RETIREMENT PLAN FOR PERMANENTE DENTAL ASSOCIATES | PORTLAND OR | 155 | $50.1M | $696K |
| 8 | VILLA LIGHTING SUPPLY COMPANY VILLA LIGHTING SUPPLY COMPANY PROFIT SHARING PLAN | ST LOUIS MO | 128 | $44.5M | $555K |
| 9 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE INC. 401(K) RETIREMENT SAVINGS PLAN II | ROCKFORD MI | 354 | $27.3M | $532K |
| 10 | HARPS FOOD STORES, INC. HARPS FOOD STORES, INC. 401(K) PLAN | SPRINGDALE AR | 4,360 | $39.7M | $472K |
