Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 230 U.S. retirement plans report holding VANGUARD MIDCAP GROWTH IDX ADM in their Schedule of Assets, totaling $143.8M 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 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $33.1M |
| 2 | RINGCENTRAL INC RINGCENTRAL INC. | BELMONT CA | 2,023 | $227.6M | $12.7M |
| 3 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA |
| 465 |
| $139.6M |
| $9.2M |
| 4 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $7.6M |
| 5 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $5.3M |
| 6 | UNITED GRINDING NORTH AMERICA IN UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN | MIAMISBURG OH | 138 | $32.1M | $2.2M |
| 7 | RHO, INC. RHO, INC. EMPLOYEES SAVINGS TRUST | DURHAM NC | 506 | $75.3M | $2.0M |
| 8 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU | SMITHTOWN NY | 355 | $31.5M | $2.0M |
| 9 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN | MARLTON NJ | 376 | $49.8M | $2.0M |
| 10 | BANK OF ENGLAND BANK OF ENGLAND MORTGAGE 401(K) PLAN | ENGLAND AR | 133 | $32.7M | $2.0M |
