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 Adm Mutual Funds in their Schedule of Assets, totaling $4.5M 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 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $1.5M |
| 2 | JP MCHALE PEST MANAGEMENT LLC JP MCHALE PEST MANAGEMENT LLC 401K PLAN | BASKING RIDGE NC | 0 | $0 | $1.1M |
| 3 | WORLDWIDE EQUIPMENT ENTERPRISES |
KNOXVILLE TN |
| 817 |
| $23.6M |
| $1.1M |
| 4 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN | BOCA RATON FL | 187 | $18.8M | $727K |
| 5 | UPSTACK, INC. UPSTACK 401(K) PLAN | NEW YORK NY | 162 | $6.5M | $93K |
