Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Vanguard mid cap value index Mutual Fund - in their Schedule of Assets, totaling $41.1M 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 | ELEMENT SOLUTIONS INC ELEMENT SOLUTIONS INC EMPLOYEE SAVINGS AND 401(K) PLAN | WATERBURY CT | 1,081 | $302.7M | $9.2M |
| 2 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN | ORANGE CA | 6,152 | $153.9M | $5.7M |
| 3 | HENDERSON COMPANIES, INC |
LENEXA KS |
| 953 |
| $202.0M |
| $5.2M |
| 4 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $2.8M |
| 5 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $1.9M |
| 6 | IVAR'S, INC. IVAR'S, INC. 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 440 | $22.9M | $1.8M |
| 7 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $1.7M |
| 8 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $1.1M |
| 9 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $1.0M |
| 10 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $820K |
