Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Vanguard Mid-cap Value Index Admiral Fund in their Schedule of Assets, totaling $26.4M 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 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 1,945 | $327.3M | $12.2M |
| 2 | MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP 401(K) SAVINGS PLAN | MIDLAND MI | 0 | $55.1M | $2.2M |
| 3 | SWANSON, MARTIN & BELL, LLP |
CHICAGO IL |
| 190 |
| $93.4M |
| $1.8M |
| 4 | GREATER NEW YORK MUTUAL INSURANCE CO. GREATER NEW YORK MUTUAL INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 437 | $86.6M | $1.6M |
| 5 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN | EL CAJON CA | 413 | $59.8M | $1.5M |
| 6 | VERICITY HOLDINGS, INC. VERICITY HOLDINGS, INC. 401(K) PLAN | DES PLAINES IL | 476 | $45.5M | $885K |
| 7 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 715 | $62.0M | $868K |
| 8 | GLEN RAVEN, INC. GLEN RAVEN, INC. EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN | BURLINGTON NC | 1,558 | $110.1M | $783K |
| 9 | CAST NYLONS CO., LTD CAST NYLONS LIMITED 401(K) RETIREMENT SAVINGS PLAN | WILLOUGHBY OH | 102 | $7.2M | $514K |
| 10 | SAC WIRELESS, LLC SAC WIRELESS, LLC 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 96 | $32.5M | $511K |
