Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard DIV GRTH - INV in their Schedule of Assets, totaling $28.0M 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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $8.5M |
| 2 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $5.4M |
| 3 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 312 |
| $58.8M |
| $2.9M |
| 4 | INTEGRATED MANAGEMENT SERVICES INTEGRATED MANAGEMENT SERVICES 401(K) PLAN | BOWLING GREEN KY | 188 | $20.9M | $1.2M |
| 5 | SOUND POINT CAPITAL MANAGEMENT SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A | NEW YORK NY | 188 | $23.0M | $1.1M |
| 6 | FAVOR TECHCONSULTING, LLC FAVOR TECHCONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | VIENNA VA | 0 | $0 | $1.1M |
| 7 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $913K |
| 8 | BECHT ENGINEERING CO., INC. BECHT ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN | LIBERTY CORNER NJ | 184 | $29.4M | $867K |
| 9 | BEST EGG SERVICES, LLCF/K/A MA BEST EGG 401(K) PLAN | WILMINGTON DE | 506 | $52.3M | $737K |
| 10 | APPEN AI INC APPEN AI INC RETIREMENT PLAN | KIRKLAND WA | 150 | $18.7M | $641K |
