Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Midcap Val Idx Adm Fd Mutual Fund in their Schedule of Assets, totaling $5.6M 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 | RALEIGH RADIOLOGY ASSOCIATES, INC. RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH NC | 219 | $70.5M | $2.4M |
| 2 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $860K |
| 3 | WATERFALL ASSET MANAGEMENT LLC |
NEW YORK NY |
| 137 |
| $32.2M |
| $699K |
| 4 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $667K |
| 5 | INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE CA | 1,858 | $34.3M | $412K |
| 6 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $371K |
| 7 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $81K |
| 8 | SEVENTH SENSE CONSULTING, LLC SEVENTH SENSE CONSULTING, LLC 401(K) PLAN | WOODBRIDGE VA | 188 | $10.5M | $65K |
| 9 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $29K |
| 10 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $21K |
