Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Mid-Cap Growth Index Fund Admiral # in their Schedule of Assets, totaling $41.2M 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 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $9.3M |
| 2 | CHEROKEE NATION BUSINESSES, LLC CHEROKEE NATION BUSINESSES LLC 401(K) PLAN | CATOOSA OK | 8,512 | $492.0M | $8.7M |
| 3 | SOUTHEASTERN CONTAINER, INC. |
CANDLER NC |
| 445 |
| $82.6M |
| $3.4M |
| 4 | BIERLEIN COMPANIES, INC. BIERLEIN 401(K) PROFIT SHARING PLAN | MIDLAND MI | 262 | $60.4M | $2.8M |
| 5 | PINEHURST SURGICAL CLINIC, P.A. PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN | PINEHURST NC | 483 | $95.3M | $2.6M |
| 6 | THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 605 | $191.8M | $1.7M |
| 7 | MDRC MDRC PENSION PLAN | NEW YORK NY | 306 | $46.6M | $1.6M |
| 8 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $1.5M |
| 9 | TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN | HONOLULU HI | 439 | $125.7M | $1.4M |
| 10 | F.T. PUBLICATIONS, INC. F.T. PUBLICATIONS INC. 401(K) PLAN | NEW YORK NY | 318 | $85.8M | $997K |
