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 Fund Registered investment company in their Schedule of Assets, totaling $8.7M 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 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $8.3M |
| 2 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $229K |
| 3 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN |
SANTA FE NM |
| 125 |
| $9.3M |
| $141K |
| 4 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $35K |
