Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Mid-Cap Value Mutual Fund N/A in their Schedule of Assets, totaling $1.1M 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 | INOVA PAYROLL, INC. INOVA PAYROLL, INC. 401(K) PLAN | NASHVILLE TN | 258 | $15.7M | $1.0M |
| 2 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 252 | $18.5M | $49K |
| 3 | TMI GROUP INCORPORATED TMI 401(K) PROFIT SHARING TRUST |
DICKINSON ND |
| 255 |
| $30.5M |
| $20K |
| 4 | UNIVERSITY OF MARY UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN | BISMARCK ND | 460 | $71.7M | $14K |
| 5 | COAL COUNTRY COMMUNITY HEALTH CENTERS COAL COUNTRY COMMUNITY HEALTH CENTERS 401(K) PLAN | BEULAH ND | 106 | $11.1M | $9K |
