Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding Vanguard Vanguard Mid-cap Value Index Admiral in their Schedule of Assets, totaling $80.6M 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 | NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM CA | 4,855 | $368.6M | $9.5M |
| 2 | ARGO GROUP US, INC. ARGO GROUP US 401(K) PLAN | SAN ANTONIO TX | 1,587 | $192.6M | $7.8M |
| 3 | COLD SPRING GRANITE COMPANY COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN |
COLD SPRING MN |
| 869 |
| $139.0M |
| $6.6M |
| 4 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $4.0M |
| 5 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN | DANBURY CT | 514 | $80.9M | $3.8M |
| 6 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $3.3M |
| 7 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $3.0M |
| 8 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $2.7M |
| 9 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $2.1M |
| 10 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $2.0M |
