Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Mid-Cap Value mutual fund in their Schedule of Assets, totaling $818K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $292K |
| 2 | FRAZIER, INC. CONKLIN CARS SALARY REDUCTION PLAN | HUTCHINSON KS | 172 | $22.1M | $160K |
| 3 | JACKSON HEART CLINIC, P.A. JACKSON HEART CLINIC, P.A. 401(K) PLAN |
JACKSON MS |
| 137 |
| $42.1M |
| $111K |
| 4 | CMP AMS USA, INC CMP AMS USA, INC. 401(K) PLAN | BINGHAMTON NY | 136 | $4.7M | $85K |
| 5 | MASTERCOOL, INC. MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | RANDOLPH NJ | 125 | $17.3M | $58K |
| 6 | KILAM INC KILAM INC 401(K) PLAN | FREMONT CA | 99 | $1.1M | $46K |
| 7 | CRM RENTAL MANAGEMENT, INC. CRM RENTAL MANAGEMENT, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | ROME NY | 199 | $4.2M | $41K |
| 8 | FRESNO POLICE OFFICERS ASSOCIATION FRESNO POLICE OFFICERS ASSOCIATION LEGAL DEFENSE PROGRAM | FRESNO CA | 859 | $861K | $16K |
| 9 | CLOVERDALE FOODS COMPANY CLOVERDALE 401K PLAN | MANDAN ND | 422 | $17.1M | $9K |
