Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard S&P Midcap 400 Value Index in their Schedule of Assets, totaling $7.8M 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 | BOND, SCHOENECK & KING, PLLC BOND, SCHOENECK & KING, PLLC MEMBERS RETIREMENT PLAN | SYRACUSE NY | 166 | $113.6M | $7.8M |
