Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Mid-Cap Value Index Registered investment company in their Schedule of Assets, totaling $1.4M 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 | OTAK INC. OTAK INC. 401K EMPLOYEE SAVINGS PLAN | PORTLAND OR | 323 | $45.0M | $560K |
| 2 | AMUNEAL MANUFACTURING CORPORATION AMUNEAL RETIREMENT & SAVINGS PLAN | PHILADELPHIA PA | 158 | $28.0M | $390K |
| 3 | CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST |
SCOTTSDALE AZ |
| 2,594 |
| $56.0M |
| $161K |
| 4 | IDN GLOBAL, INC. IDN GLOBAL, INC. 401(K) PLAN | HURST TX | 263 | $25.7M | $147K |
| 5 | COVARIS LLC COVARIS LLC 401(K) PROFIT SHARING PLAN & TRUST | WOBURN MA | 136 | $13.7M | $64K |
| 6 | OLYMPIC MOVING & STORAGE OLYMPIC MOVING & STORAGE 401(K) PROFIT SHARING PLAN & TRUST | TACOMA WA | 144 | $2.0M | $38K |
| 7 | CHRISTOPHER COMMUNITY, INC. CHRISTOPHER COMMUNITY, INC 403(B) PLAN | SYRACUSE NY | 172 | $3.1M | $36K |
| 8 | DARI-MART STORES, INC. DARI-MART STORES, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | JUNCTION CITY OR | 169 | $8.9M | $21K |
| 9 | TRUE NORTH CLASSICAL ACADEMY, INC. TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN | MIAMI FL | 272 | $1.9M | $10K |
| 10 | AMERICAN ASSOCIATION OF COLLEGES OF NURSING AMERICAN ASSOCIATION OF COLLEGES OF NURSING DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 62 | $27.3M | $10K |
