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 Mutual Fund NR in their Schedule of Assets, totaling $1.8M 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 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $1.2M |
| 2 | SCIENCE & ENGINEERING SERVICES, INC. SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN | COLUMBIA MD | 673 | $71.5M | $597K |
| 3 | NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN |
WASHINGTON DC |
| 95 |
| $25.4M |
| $12K |