Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Index Instl in their Schedule of Assets, totaling $287.1M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $57.1M |
| 2 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $29.2M |
| 3 | TCF FINANCIAL CORPORATION |
PLYMOUTH MN |
| 7 |
| $317.5M |
| $24.6M |
| 4 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $24.2M |
| 5 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL 401(K) SAVINGS PLAN | LITTLE ROCK AR | 823 | $224.5M | $23.7M |
| 6 | STO BUILDING GROUP, INC. STRUCTURE TONE ORGANIZATION 401K PLAN | NEW YORK NY | 1,549 | $402.3M | $21.4M |
| 7 | MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE WI | 729 | $321.2M | $19.0M |
| 8 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $17.7M |
| 9 | GRAY CONSTRUCTION, INC GRAY RETIREMENT SAVINGS PLAN | LEXINGTON KY | 2,255 | $208.6M | $11.0M |
| 10 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $10.5M |
