Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $4.3M 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 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $3.4M |
| 2 | RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY AL | 145 | $15.9M | $470K |
| 3 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $406K |
| 4 | KAYE-SMITH ENTERPRISES, INC. KAYE-SMITH ENTERPRISES 401(K) RETIREMENT SAVINGS PLAN & TRUST | BELLEVUE WA | 171 | $18.6M | $44K |