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 Index Fund Adm. in their Schedule of Assets, totaling $10.9M 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 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $5.5M |
| 2 | AAA LIFE INSURANCE COMPANY AAA LIFE INSURANCE PENSION AND 401K PLAN | LIVONIA MI | 860 | $98.5M | $1.5M |
| 3 | MIZKAN AMERICA, INC. MIZKAN AMERICA, INC. RETIREMENT SAVINGS PLAN |
MT PROSPECT IL |
| 1,123 |
| $124.1M |
| $1.2M |
| 4 | UNIVERSITY OF WISCONSIN CREDIT UNION UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST | MADISON WI | 902 | $144.2M | $1.0M |
| 5 | AXENS NORTH AMERICA, INC. AXENS NORTH AMERICA, INC. PENSION SAVINGS PLAN | HOUSTON TX | 240 | $67.5M | $705K |
| 6 | CRONIMET HOLDINGS, INC. CRONIMET HOLDINGS 401(K) PLAN | ALIQUIPPA PA | 307 | $17.9M | $320K |
| 7 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $300K |
| 8 | WORLD FINER FOODS LLC WORLD FINER FOODS, LLC PROFIT SHARING AND 401K | BLOOMFIELD NJ | 95 | $24.1M | $165K |
| 9 | CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN | BOWLING GREEN OH | 192 | $15.5M | $77K |
| 10 | LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS IN | 177 | $6.7M | $28K |
