Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Vanguard Midcap VAL IDX ADM FD in their Schedule of Assets, totaling $80.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 3,614 | $497.1M | $14.6M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $12.6M |
| 3 | HBD INDUSTRIES, INC. |
DUBLIN OH |
| 769 |
| $66.1M |
| $11.9M |
| 4 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $7.9M |
| 5 | FINGERPAINT MARKETING, INC. FINGERPAINT MARKETING, INC. 401(K) PLAN | SARATOGA SPRINGS NY | 828 | $67.2M | $3.8M |
| 6 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SYSTEMS, INC. 401(K) PLAN | BECKLEY WV | 375 | $43.7M | $3.2M |
| 7 | GLOBAL PACKAGING, INC. GLOBAL PACKAGING, INC. 401(K) PLAN | OAKS PA | 342 | $46.2M | $3.1M |
| 8 | FIRST COMMUNITY BANKSHARES, INC. FIRST COMMUNITY BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | BLUEFIELD VA | 596 | $80.7M | $2.8M |
| 9 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $2.4M |
| 10 | SHEA, CARR & JEWELL, INC. SCJ ALLIANCE 401(K) PLAN | LACEY WA | 128 | $11.7M | $2.2M |
