Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Midcap Index in their Schedule of Assets, totaling $5.4M 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 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $3.3M |
| 2 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $1.7M |
| 3 | LC SERVICES 1, LLC DBA OAKPOINT |
BIRMINGHAM MI |
| 642 |
| $18.6M |
| $344K |
| 4 | SHENANDOAH VALLEY ORGANIC, LLC SHENANDOAH VALLEY ORGANIC, LLC EMPLOYEE SAVINGS PLAN | HARRISONBURG VA | 1,271 | $2.8M | $10K |
