Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VAN MID CAP GROWTH - INV in their Schedule of Assets, totaling $2.4M 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 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $895K |
| 2 | KELLY AUTOMOTIVE GROUP KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST | DANVERS MA | 347 | $25.4M | $500K |
| 3 | WM. F. MEYER CO. WM. F. MEYER COMPANY PROFIT SHARING PLAN |
AURORA IL |
| 100 |
| $18.6M |
| $399K |
| 4 | FORT WORTH CARRIER CORPORATION FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN | FORT WORTH TX | 157 | $15.9M | $262K |
| 5 | SYSTEMS TECHNOLOGY GROUP, INC. SYSTEMS TECHNOLOGY GROUP, INC. 401(K) PLAN | TROY MI | 154 | $11.6M | $116K |
| 6 | NEON ONE, LLC NEON ONE, LLC 401(K) PLAN | CHICAGO IL | 147 | $7.2M | $101K |
| 7 | ABW TECHNOLOGIES, INC. ABW TECHNOLOGIES 401(K) PLAN | ARLINGTON WA | 91 | $5.3M | $72K |
| 8 | NEWLIGHT TECHNOLOGIES INC NEWLIGHT TECHNOLOGIES INC 401K PROFIT SHARING PLAN AND TRU | HUNTINGTON BEACH CA | 140 | $4.6M | $7K |