Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Midcap Value Index Admiral # in their Schedule of Assets, totaling $12.0M 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 | COLLIERS INTERNATIONAL USA, LLC COLLIERS INTERNATIONAL USA, LLC & AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 3,287 | $356.0M | $5.4M |
| 2 | TRANSWORLD SYSTEMS INC. THE TSI 401(K) RETIREMENT SAVINGS PLAN | LAKE FOREST IL | 4,872 | $101.4M | $4.6M |
| 3 | BMI FEDERAL CREDIT UNION |
DUBLIN OH |
| 96 |
| $20.0M |
| $1.1M |
| 4 | AGILIX SOLUTIONS, LLC AGILIX SOLUTIONS, LLC PROFIT SHARING PLAN | ST. LOUIS MO | 384 | $60.3M | $644K |
| 5 | LARADON HALL SOCIETY FOR EXCEPTIONAL CHILDREN AND ADULTS DBA LARADON LARADON 401(K) RETIREMENT PLAN | DENVER CO | 203 | $7.1M | $93K |
| 6 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $87K |
| 7 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PLAN | LAGRANGE IN | 144 | $17.7M | $69K |
| 8 | THE DEGOL ORGANIZATION LP DEGOL ORGANIZATION LP 401K PROFIT SHARING PLAN | ALTOONA PA | 264 | $22.3M | $69K |
