Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Growth-Income Adm Mutual Fund in their Schedule of Assets, totaling $12.8M 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 | GALLOWAY, JOHNSON, TOMPKINS, BURR & SMITH GALLOWAY, JOHNSON, TOMPKINS, BURR & SMITH (A PLC) 401(K) PLAN | NEW ORLEANS LA | 274 | $35.2M | $6.4M |
| 2 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $2.9M |
| 3 | JAGENBERG US HOLDING, INC. |
SPARTANBURG SC |
| 163 |
| $14.7M |
| $865K |
| 4 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $836K |
| 5 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $438K |
| 6 | SRM, LLC DBA HOLLOWAY AMERICA HOLLOWAY AMERICA 401(K) PLAN | SPRINGFIELD MO | 143 | $11.1M | $395K |
| 7 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $360K |
| 8 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $253K |
| 9 | WESLEY FINANCIAL GROUP, LLC EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC | FRANKLIN TN | 272 | $8.3M | $124K |
| 10 | STEET/PONTE, INC. STEET TOYOTA, INC 401(K) PLAN | YORKVILLE NY | 206 | $21.9M | $90K |
