Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Inv Vanguard 0 in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTEGRATED MEDICAL GROUP, P.C. INTEGRATED MEDICAL GROUP, P.C. RET. PLAN | POTTSVILLE PA | 244 | $70.5M | $2.3M |
| 2 | BILINGUALS INC BILINGUALS INC. RETIREMENT PLAN | MELVILLE NY | 560 | $15.4M | $764K |
| 3 | USOH 401K, LLC U.S. OCCMED HOLDINGS, LLC 401(K) PLAN |
LIVINGSTON TX |
| 789 |
| $37.2M |
| $737K |
| 4 | SOLUTIONPOINT INTERNATIONAL, INC. SOLUTIONPOINT 401(K) PLAN | NEW YORK NY | 226 | $45.9M | $395K |
| 5 | COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL PA | 668 | $16.5M | $356K |
| 6 | PRG REAL ESTATE MANAGEMENT, INC. PRG REAL ESTATE MANAGEMENT, INC. 401(K) PLAN | PHILADELPHIA PA | 271 | $12.9M | $319K |
| 7 | STACH & LIU, LLC STACH & LIU, LLC. 401(K) PLAN | PHOENIX AZ | 234 | $29.7M | $230K |
| 8 | ELEVATE ENERGY ELEVATE ENERGY 401(K) PLAN | CHICAGO IL | 260 | $14.4M | $229K |
| 9 | MYCO MECHANICAL, INC. MYCO MECHANICAL, INC. 401(K) RETIREMENT PLAN | TELFORD PA | 202 | $40.8M | $226K |
| 10 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $222K |