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 in their Schedule of Assets, totaling $3.1M 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 | ALLIED-LOCKE INDUSTRIES, INC. ALLIED LOCKE INDUSTRIES, INC. 401(K) SAVINGS PLAN | DIXON IL | 255 | $15.7M | $1.6M |
| 2 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $734K |
| 3 | WEHCO VIDEO INC. & SUBSIDIARIES |
LITTLE ROCK AR |
| 166 |
| $9.7M |
| $399K |
| 4 | TRUSTEES OF OPERATING ENGINEERS LOCAL 148 HEALTH OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST | ST. LOUIS MO | 100 | $5.8M | $160K |
| 5 | SERVICE, INC. OF ILLINOIS SERVICE, INC. RETIREMENT PLAN | JOLIET IL | 235 | $8.0M | $105K |
| 6 | XCEL BRANDS, INC. XCEL BRANDS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 23 | $3.8M | $30K |
| 7 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $27K |
| 8 | V SHRED, LLC V SHRED 401(K) PLAN | LAS VEGAS NV | 309 | $5.9M | $21K |
| 9 | APPTEGY, INC. APPTEGY, INC. 401(K) PLAN | LITTLE ROCK AR | 278 | $9.3M | $10K |
