Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Mid-Cap Growth Inv Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | INTELLISURVEY, INC. INTELLISURVEY 401(K) PLAN | IRVINE CA | 98 | $18.1M | $556K |
| 2 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $541K |
| 3 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST |
EDINA MN |
| 218 |
| $19.9M |
| $197K |
| 4 | KOWALSKI COMPANIES, INC. KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES | EDINA MN | 651 | $15.8M | $178K |
| 5 | POSSIBLENOW, INC. POSSIBLENOW, INC. 401(K) PLAN | DULUTH GA | 121 | $12.5M | $80K |
| 6 | FIRST RATE EXCAVATE, INC. FIRST RATE EXCAVATE INC. EMPLOYEE STOCK OWNERSHIP PLAN | SIOUX FALLS SD | 92 | $6.9M | $47K |