Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Index Adm in their Schedule of Assets, totaling $22.5M 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 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $4.3M |
| 2 | STATE EMPLOYEES CREDIT UNION OF NEW MEXICO STATE EMPLOYEES CREDIT UNION OF NEW MEXICO CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | SANTA FE NM | 118 | $21.5M | $3.6M |
| 3 | OETIKER, INC. |
MARLETTE MI |
| 422 |
| $42.0M |
| $3.1M |
| 4 | BIRDSONG CORPORATION BIRDSONG CORPORATION 401(K) MATCHING & PROFIT SHARING CONTRIBUTION PLAN | SUFFOLK VA | 656 | $65.6M | $2.9M |
| 5 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $2.0M |
| 6 | HOBAN & ASSOCIATES, INC. DBA COAST REAL ESTATE SERVICES HOBAN & ASSOCIATES, LLC DBA COAST PROPERTY MANAGEMENT 401(K) PLAN | EVERETT WA | 320 | $4.9M | $1.9M |
| 7 | BEVERLY HOSPITAL BEVERLY HOSPITAL MATCHING SAVINGS PLAN | MONTEBELLO CA | 219 | $41.0M | $1.3M |
| 8 | MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 294 | $28.2M | $1.2M |
| 9 | TOM MASANO, INC. TOM MASANO, INC. 401(K) SALARY DEFERRAL PLAN | READING PA | 256 | $14.3M | $416K |
| 10 | BLUE WATER INDUSTRIES LLC BLUE WATER INDUSTRIES LLC 401(K) SAVINGS PLAN | JACKSONVILLE FL | 347 | $11.8M | $368K |
