Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Growth and Income Adm in their Schedule of Assets, totaling $16.6M 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 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $13.3M |
| 2 | ASTORIA GENERATING COMPANY, L.P. ASTORIA GENERATING COMPANY, L.P. MASTER TRUST | STAMFORD CT | — | $107.6M | $2.1M |
| 3 | ROOSTERS, INC. DBA ROOSTERS ROOSTERS, INC. DBA ROOSTERS 401(K) PROFIT SHARING PLAN AND TRUST |
PICKERINGTON OH |
| 819 |
| $11.1M |
| $459K |
| 4 | R & S ERECTION, INC. R & S 401(K) PROFIT SHARING PLAN | SAN LEANDRO CA | 435 | $23.7M | $324K |
| 5 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $302K |
| 6 | GEORGIAN COURT UNIVERSITY GEORGIAN COURT UNIVERSITY RETIREMENT PLAN | LAKEWOOD NJ | 256 | $74.3M | $66K |
| 7 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN | BOSTON MA | 125 | $12.3M | $7K |
