Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vngrd Mid-Cap Idx Fd As Mutual Fund - in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 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 | $2.5M |
| 2 | 365 OPERATING COMPANY, LLC 365 DATA CENTERS 401K PLAN | NORWALK CT | 194 | $17.2M | $862K |
| 3 | APLA HEALTH & WELLNESS |
LOS ANGELES CA |
| 339 |
| $23.5M |
| $840K |
| 4 | COLWEN MANAGEMENT, INC. COLWEN MANAGEMENT, INC. 401(K) BENEFIT PLAN | PORTSMOUTH NH | 869 | $16.3M | $791K |
| 5 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $766K |
| 6 | J.V. MANUFACTURING, INC. J.V. MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | SPRINGDALE AR | 354 | $18.7M | $661K |
| 7 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $579K |
| 8 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $470K |
| 9 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $443K |
| 10 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $403K |
