Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding John Hancock, USA Vanguard Small Cap Grow Index in their Schedule of Assets, totaling $1.9M 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 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $513K |
| 2 | RBR-TECHNOLOGIES, INC. RBR TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ODENTON MD | 132 | $19.6M | $253K |
| 3 | MEDICAL CARE, PLLC MEDICAL CARE 401(K) PLAN |
ELIZABETHTON TN |
| 177 |
| $9.2M |
| $195K |
| 4 | INGENESIS, INC. INGENESIS, INC. 401K PLAN | SAN ANTONIO TX | 1,057 | $12.5M | $152K |
| 5 | VETERINARY STAFFING SOLUTIONS, LLC INDEVETS 401(K) PLAN | PHILADELPHIA PA | 346 | $14.0M | $124K |
| 6 | BEST ROOFING SERVICES, LLC BEST ROOFING 401(K) PLAN | FORT LAUDERDALE FL | 222 | $5.2M | $107K |
| 7 | INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY 401(K) PLAN | SAN ANTONIO TX | 487 | $4.9M | $77K |
| 8 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $77K |
| 9 | URGENT TEAM HOLDINGS, INC. URGENT TEAM HOLDINGS 401(K) PLAN | NASHVILLE TN | 1,032 | $14.9M | $64K |
| 10 | PENNY NEWMAN GRAIN COMPANY, INC. PENNY NEWMAN GRAIN COMPANY, INC. RETIREMENT PLAN | FRESNO CA | 183 | $21.8M | $61K |
