Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Small-Cap Growth Index Fund, Inv. Shares Mutual fund in their Schedule of Assets, totaling $1.5M 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 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY CFG SAVINGS & PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $76.4M | $1.1M |
| 2 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $431K |
| 3 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. |
CAMBRIDGE MA |
| 68 |
| $37.9M |
| $25K |
