Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VAN GROWTH INDEX - INST in their Schedule of Assets, totaling $49.5M 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $21.4M |
| 2 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $15.5M |
| 3 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN |
EAST PROVIDENCE RI |
| 625 |
| $138.1M |
| $6.5M |
| 4 | FRESHPET, INC. FRESHPET, INC. 401(K) PLAN | BEDMINSTER NJ | 1,284 | $66.4M | $6.2M |
