Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vngrd Mdcap Val Indx Adml in their Schedule of Assets, totaling $1.4M 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 | REHMANN LLC REHMANN LLC 401K PLAN | SAGINAW MI | 1,009 | $217.2M | $1.0M |
| 2 | SOUTHWEST COMMUNITY HEALTH CENTER, INC. SOUTHWEST COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BRIDGEPORT CT | 317 | $10.5M | $179K |
| 3 | SOC LLC CREWS AUTO GROUP 401(K) PLAN |
CHARLESTON SC |
| 145 |
| $8.5M |
| $55K |
| 4 | BOONE CENTER, INC. BCI 403(B) RETIREMENT SAVINGS PLAN | SAINT PETERS MO | 511 | $3.7M | $52K |
| 5 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $49K |
| 6 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $40K |
