Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Vanguard Mid-cap Value Index in their Schedule of Assets, totaling $25.5M 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 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $8.3M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $4.0M |
| 3 | W.T. WALKER GROUP, INC. |
MILWAUKEE WI |
| 341 |
| $52.5M |
| $2.2M |
| 4 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $1.5M |
| 5 | RUDER WARE, L.L.S.C. RUDER WARE, L.L.S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 96 | $58.5M | $1.5M |
| 6 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $1.3M |
| 7 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $1.0M |
| 8 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $814K |
| 9 | PROFESSIONAL THERAPY SERVICES, INC. PTS EMPLOYEE'S 401(K) PLAN | BELLEVILLE IL | 330 | $22.3M | $734K |
| 10 | REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 515 | $22.8M | $732K |
