Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard S&P Mid-Cap 400 Index in their Schedule of Assets, totaling $74.8M 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 | JACKSON NATIONAL LIFE INSURANCE COMPANY JACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLAN | LANSING MI | 3,980 | $1.4B | $56.1M |
| 2 | HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP 401(K) PLAN | CHARLOTTE NC | 9,556 | $756.6M | $18.4M |
| 3 | SEPAC, INC THE 401(K) PLAN |
ELMIRA NY |
| 147 |
| $10.7M |
| $202K |