Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Mid-Cap Value Index in their Schedule of Assets, totaling $20.0M 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 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $14.4M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $2.1M |
| 3 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. |
BATON ROUGE LA |
| 114 |
| $47.2M |
| $1.0M |
| 4 | LANE ENTERPRISES HOLDINGS, INC. LANE'S RETIREMENT SAVINGS AND PENSION PLAN | CAMP HILL PA | 487 | $35.1M | $928K |
| 5 | CDG, INC. CDG ENGINEERS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANDALUSIA AL | 206 | $22.0M | $410K |
| 6 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $203K |
| 7 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES 401(K) PLAN | GRAND FORKS ND | 433 | $75.0M | $180K |
| 8 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $160K |
| 9 | CHILD AND FAMILY SERVICES OF NEWPORT COUNTY CHILD AND FAMILY SERVICES OF NEWPORT COUNTY 401(K) AND PROFIT SHARING PLAN | MIDDLETOWN RI | 92 | $5.4M | $145K |
| 10 | SACRED HEART SCHOOLS, INC. SACRED HEART SCHOOLS, INC. 401(K) PLAN | LOUISVILLE KY | 293 | $21.4M | $143K |
