Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Growth Index Institutional Fund Mutual fund in their Schedule of Assets, totaling $102.8M 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 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $56.1M |
| 2 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $17.8M |
| 3 | SB INVESTMENT ADVISERS (US) INC. |
MENLO PARK CA |
| 746 |
| $132.9M |
| $15.2M |
| 4 | JJ KELLER & ASSOCIATES, INC. JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | NEENAH WI | 1,681 | $127.2M | $9.4M |
| 5 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $4.3M |