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 value fund in their Schedule of Assets, totaling $858K 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 | PEA GROUP PEA GROUP 401(K) & PROFIT SHARING PLAN | AUBURN HILLS MI | 213 | $31.5M | $559K |
| 2 | G M LEADER CORPORATION PROVIDENCE PLACE 401(K) RETIREMENT PLAN | HUMMELSTOWN PA | 361 | $6.9M | $213K |
| 3 | WARM HEARTH, INC. WARM HEARTH, INC. 401(K) PLAN |
BLACKSBURG VA |
| 183 |
| $4.6M |
| $66K |
| 4 | TRANSPORTATION IMPACT LLC TRANSPORTATION IMPACT, LLC 401(K) PROFIT SHARING PLAN | EMERALD ISLE NC | 170 | $12.6M | $20K |