Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 58 retirement plans report an interest in this investment, totaling $6.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Small CAP Growth Index, Vanguard Small-cap Growth Index, Vanguard Small CAP Growth Index FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SCITEC, INC. SCITEC, INC. 401(K) RETIREMENT PLAN | PRINCETON NJ | 385 | $60.4M | $1.2M |
| 2 | INDIANA PHYSICAL THERAPY, INC. INDIANA PHYSICAL THERAPY, INC. 401(K) SALARY REDUCTION PLAN & TRUST | FORT WAYNE IN | 144 | $15.5M | $843K |
| 3 | ROSINA FOOD PRODUCTS, INC. ROSINA FOOD PRODUCTS, INC. 401(K) PLAN | BUFFALO NY | 480 | $39.9M | $521K |
| 4 | INTERNAL MEDICINE SPECIALISTS, INC. INTERNAL MEDICINE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | RANCHO MIRAGE CA | 9 | — | $456K |
| 5 | IT CONCEPTS, INC. IT CONCEPTS 401(K) PLAN | MCLEAN VA | 762 | $26.8M | $388K |
| 6 | THE LIBRARY CORPORATION THE LIBRARY CORPORATION 401K SAVINGS PLAN | INWOOD WV | 137 | $19.0M | $237K |
| 7 | CASTLE MANAGEMENT, LLC CASTLE MANAGEMENT, LLC 401(K) PLAN | PLANTATION FL | 2,526 | $18.4M | $231K |
| 8 | HIGHLANDS ONCOLOGY GROUP, P.A. HIGHLANDS ONCOLOGY GROUP, P.A. 401(K) PLAN | SPRINGDALE AR | 740 | $54.0M | $219K |
| 9 | STERLING MANAGEMENT, LTD. STERLING MANAGEMENT, LTD. 401(K) PLAN | MISHAWAKA IN | 333 | $18.3M | $197K |
| 10 | MILO'S TEA COMPANY, INC. MILO'S TEA COMPANY, INC. RETIREMENT SAVINGS PLAN | BESSEMER AL | 773 | $21.8M | $165K |
