Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Growth Index Fund Ad Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $3.7M |
| 2 | BROOKBEAM DENTAL HOLDINGS, LLC BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN | KINGSTON NY | 190 | $8.4M | $724K |
| 3 | OBAGI COSMECEUTICALS, LLC OBAGI COSMECEUTICALS, LLC RETIREMENT PLAN |
LONG BEACH CA |
| 181 |
| $20.8M |
| $471K |
| 4 | AMUSEMENT INDUSTRY, INC. AMUSEMENT 401(K) PLAN | LONG BEACH CA | 257 | $8.2M | $247K |
| 5 | TRUE NORTH MEDICAL GROUP LLC TRUE NORTH MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTH WALES PA | 176 | $8.2M | $94K |