Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Growth and Income Fund Admiral Shares in their Schedule of Assets, totaling $14.7M 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 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $3.1M |
| 2 | F.T. PUBLICATIONS, INC. F.T. PUBLICATIONS INC. 401(K) PLAN | NEW YORK NY | 318 | $85.8M | $2.9M |
| 3 | C.S. MOTT FOUNDATION CHARLES STEWART MOTT FOUNDATION TAX DEFERRED SAVINGS PLAN |
FLINT MI |
| 79 |
| $47.5M |
| $2.6M |
| 4 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $1.8M |
| 5 | OLD NATIONAL BANK OLD NATIONAL BANK POOLED EMPLOYER PLAN | EVANSVILLE IN | 858 | $40.2M | $1.2M |
| 6 | SHIPMAN & GOODWIN LLP SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES | HARTFORD CT | 110 | $29.6M | $894K |
| 7 | DIGESTIVE HEALTH PARTNERS, P.A. DIGESTIVE HEALTH PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 299 | $55.8M | $668K |
| 8 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $406K |
| 9 | MINDOULA HEALTH INC MINDOULA HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 361 | $4.2M | $296K |
| 10 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $270K |
