Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Growth Index Adm Fund Mutual funds in their Schedule of Assets, totaling $3.9M 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 | MBH ARCHITECTS, INC. MBH ARCHITECTS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 159 | $31.2M | $2.4M |
| 2 | UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN | ROSEBURG OR | 292 | $7.8M | $772K |
| 3 | SANCTUARY WEALTH GROUP, LLC |
INDIANAPOLIS IN |
| 143 |
| $19.9M |
| $567K |
| 4 | MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST | POUGHKEEPSIE NY | 232 | $7.6M | $91K |
| 5 | BH-SD OPCO, LLC API BHS 401(K) PLAN | LA MESA CA | 425 | $4.5M | $54K |