Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Val Indx Fd in their Schedule of Assets, totaling $1.1M 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 | GURWIN JEWISH NURSING & REHABILITATION CENTER GURWIN TAX DEFERRED ANNUITY PLAN | COMMACK NY | 832 | $100.2M | $369K |
| 2 | WILKS BROTHERS, LLC WILKS BROTHERS, LLC 401(K) PLAN | CISCO TX | 985 | $68.2M | $346K |
| 3 | RUSKEN PACKAGING, INC. RUSKEN PACKAGING, INC. 401(K) PLAN |
CULLMAN AL |
| 744 |
| $28.2M |
| $290K |
| 4 | HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC. TREASURE COAST HOSPICE RETIREMENT PLAN | STUART FL | 426 | $19.1M | $76K |