Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Growth Index Fund Investor Shares 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $6.7M |
| 2 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $4.0M |
| 3 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST |
SPOKANE WA |
| 180 |
| $29.3M |
| $1.9M |
| 4 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $120K |
