Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Small-Cap Growth ETF in their Schedule of Assets, totaling $6.0M 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 | MIDFLORIDA CREDIT UNION MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN | LAKELAND FL | 391 | $137.7M | $1.3M |
| 2 | FULLSTACK, INC. FULLSTACK INC. 401(K) PLAN | INDIANAPOLIS PA | 823 | $27.6M | $1.3M |
| 3 | BURGERS OZARK COUNTRY CURED HAMS, INC BURGERS EMPLOYEES PROFIT SHARING PLAN AND TRUST |
CALIFORNIA MO |
| 265 |
| $31.1M |
| $1.2M |
| 4 | DALTON CORPORATION, WARSAW MANUFACTURING FACILITY DALTON CORPORATION, WARSAW MANUFACTURING FACILITY PENSION PLAN | WARSAW IN | 56 | $30.2M | $882K |
| 5 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $681K |
| 6 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $234K |
| 7 | NAVMAR APPLIED SCIENCES CORPORATION NAVMAR APPLIED SCIENCES CORPORATION 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 114 | $31.9M | $199K |
| 8 | SAINT PETERS UNIVERSITY RETIREMENT PLAN FOR SAINT PETERS UNIVERSITY AND ST. PETERS PREP SCHOOL | JERSEY CITY NJ | 53 | $33.2M | $178K |
| 9 | COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN COMMUNITY ACCESS UNLIMITED, INC WELFARE BENEFIT PLAN | ELIZABETH NJ | 636 | $8.1M | $115K |
| 10 | LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE WA | 424 | $15.4M | $9K |
