Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Value ETF -- in their Schedule of Assets, totaling $7.7M 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 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $1.8M |
| 2 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $843K |
| 3 | SUNNYSIDE PRESBYTERIAN HOME SUNNYSIDE 401(K) AND RETIREMENT PLAN |
HARRISONBURG VA |
| 665 |
| $18.0M |
| $713K |
| 4 | BISHOP MUSEUM RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM | HONOLULU HI | 37 | $9.8M | $704K |
| 5 | AFFORDABLE INTERIOR SYSTEMS, INC. AFFORDABLE INTERIOR SYSTEMS, INC. 401(K) PLAN | LEOMINSTER MA | 883 | $30.5M | $695K |
| 6 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $665K |
| 7 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK PA | 420 | $100.7M | $313K |
| 8 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK PA | 175 | $27.9M | $231K |
| 9 | RESTORIXHEALTH RESTORIXHEALTH 401(K) PLAN | METAIRIE LA | 999 | $48.0M | $212K |
| 10 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $172K |
