Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Value Index Fund; Admiral in their Schedule of Assets, totaling $12.9M 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 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $6.6M |
| 2 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $2.4M |
| 3 | THERMOSTAT INTERMEDIATE HOLDINGS, LLC |
DEERFIELD IL |
| 1,803 |
| $53.5M |
| $1.0M |
| 4 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $817K |
| 5 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $662K |
| 6 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $341K |
| 7 | TOPSIDE FEDERAL CREDIT UNION TOPSIDE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | DAHLGREN VA | 0 | $0 | $339K |
| 8 | LITEX INDUSTRIES, INC. LITEX INDUSTRIES, INC. 401(K) PLAN | GRAND PRARIE TX | 327 | $24.8M | $261K |
| 9 | SPACE AGE FUEL, INC. SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN | CLACKAMAS CA | 218 | $6.2M | $104K |
| 10 | COLOR HEALTH, INC. COLOR 401(K) PLAN | BURLINGAME CA | 212 | $34.1M | $85K |
