Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vngrd Mid-Cap Idx Fd As Mutual Funds in their Schedule of Assets, totaling $581K 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $353K |
| 2 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $147K |
| 3 | COSMETIC SOLUTIONS, LLC COSMETIC SOLUTIONS, LLC 401(K) PLAN |
BOCA RATON FL |
| 105 |
| $3.4M |
| $77K |
| 4 | ESTIS COMPRESSION, LLC ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KILGORE TX | 320 | $7.9M | $4K |
