Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mid-Cap Growth ETF Fund Pooled separate account in their Schedule of Assets, totaling $195K 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 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $105K |
| 2 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $83K |
| 3 | AIRES, LLC AIRES, LLC 401(K) PLAN |
| 840 |
| $3.6M |
| $3K |
| 4 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $3K |