Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vngrd Mdcap Val Indx Adml in their Schedule of Assets, totaling $230K 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 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $63K |
| 2 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $55K |
| 3 | GRANNAS BROTHERS GRANNAS BROTHERS RETIREMENT PLAN |
HOLLIDAYSBURG PA |
| 112 |
| $14.8M |
| $49K |
| 4 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $45K |
| 5 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $18K |