Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Small Cap Growth Index Admiral Shares in their Schedule of Assets, totaling $18.3M 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 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN | GREENSBORO NC | 187 | $69.4M | $5.0M |
| 2 | PHIPPS HOUSES PENSION PLAN FOR EMPLOYEES OF PHIPPS HOUSES AND AFFILIATES | NEW YORK NY | 90 | $53.2M | $2.5M |
| 3 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. |
PHILADELPHIA PA |
| 132 |
| $42.4M |
| $2.0M |
| 4 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $1.5M |
| 5 | WOMACK MACHINE SUPPLY, CO. WOMACK MACHINE SUPPLY, CO. RETIREMENT PLAN | FARMERS BRANCH TX | 211 | $36.6M | $1.1M |
| 6 | GMM PFAUDLER US INC. GMM PFAUDLER US INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 244 | $57.6M | $949K |
| 7 | NCC GROUP INC. NCC GROUP 401K PLAN | SAN FRANCISCO CA | 310 | $56.5M | $854K |
| 8 | DCI GROUP AZ, LLC DCI FAMILY OF COMPANIES 401(K) PLAN | WASHINGTON DC | 103 | $34.3M | $708K |
| 9 | GULBRANDSEN CHEMICALS, INC. GULBRANDSEN COMPANIES RETIREMENT SAVINGS PLAN | ORANGEBURG SC | 96 | $22.9M | $569K |
| 10 | VITAMIN COTTAGE NATURAL FOOD MARKETS, INC. VITAMIN COTTAGE EMPLOYEE 401(K) PLAN | LAKEWOOD CO | 3,904 | $62.2M | $499K |
