Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Index Fund Investor Shares in their Schedule of Assets, totaling $3.8M 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 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $2.1M |
| 2 | FIRST BANK SAVINGS PLAN FOR EMPLOYEES OF FIRST BANK | KETCHIKAN AK | 131 | $22.9M | $502K |
| 3 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN |
SAN FRANCISCO CA |
| 16 |
| $21.9M |
| $458K |
| 4 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $404K |
| 5 | RUFFOLO, HOOPER & ASSOCIATES, MDPA RHA 401(K) PROFIT SHARING PLAN | TAMPA FL | 124 | $45.4M | $303K |
