Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Growth Fund* in their Schedule of Assets, totaling $124.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $68.0M |
| 2 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | MIDDLEBURY VT | 1,539 | $573.5M | $23.6M |
| 3 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE |
MIDDLEBURY VT |
| 1,039 |
| $311.8M |
| $12.9M |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $4.7M |
| 5 | VERMONT LAW SCHOOL VERMONT LAW SCHOOL RETIREMENT PLAN | SOUTH ROYALTON VT | 222 | $45.8M | $2.4M |
| 6 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $2.2M |
| 7 | EXPRESS MANUFACTURING, INC. EXPRESS MANUFACTURING, INC. 401(K) PLAN | SANTA ANA CA | 748 | $19.0M | $2.1M |
| 8 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $2.0M |
| 9 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $1.8M |
| 10 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $919K |
