Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Mid-Cap Growth ETF Mutual fund in their Schedule of Assets, totaling $291K 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 | HEALTHGRAM, INC. HEALTHGRAM, INC. 401(K) PLAN | CHARLOTTE NC | 123 | $8.4M | $68K |
| 2 | OPPORTUNITY ENTERPRISES, INC. OPPORTUNITY ENTERPRISES, INC. PROFIT SHARING PLAN | VALPARAISO IN | 252 | $5.5M | $47K |
| 3 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
CANFIELD OH |
| 195 |
| $11.5M |
| $44K |
| 4 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $39K |
| 5 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN | NEW YORK NY | 96 | $8.2M | $30K |
| 6 | BRICKYARD, LP BRICKYARD HEALTHCARE 401(K) PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 3,659 | $12.0M | $25K |
| 7 | HEARTLAND AUTOMOTIVE, LLC DBA GATEWAY CHEVROLET HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN | FARGO ND | 246 | $12.8M | $18K |
| 8 | COMMUNITY REALTY MANAGEMENT, INC. COMMUNITY REALTY MANAGEMENT 401(K) PLAN | SANATOGA PA | 262 | $8.1M | $11K |
| 9 | ALMA TIRE SERVICE, INC. ALMA TIRE 401(K) PLAN | ALMA MI | 159 | $3.4M | $9K |
