Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Midcp Grth Idx Adm Fd Mutual Fund in their Schedule of Assets, totaling $7.5M 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 | $2.9M |
| 2 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $1.2M |
| 3 | INSURANCE OFFICE OF AMERICA, INC. |
LONGWOOD FL |
| 1,227 |
| $84.1M |
| $1.1M |
| 4 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $634K |
| 5 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $614K |
| 6 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $596K |
| 7 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $216K |
| 8 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $115K |
| 9 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $105K |
| 10 | COMMUNITY AID, INC. COMMUNITY AID 401(K) PLAN | NEW CUMBERLAND PA | 406 | $4.6M | $14K |
