Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding Vanguard Small-cap Growth Index Fund Mutual Fund in their Schedule of Assets, totaling $68.3M 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 | VALVE CORPORATION THE VALVE CORPORATION 401K PLAN AND TRUST | BELLEVUE WA | 357 | $291.5M | $17.5M |
| 2 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $5.0M |
| 3 | LOGITECH INC. LOGITECH 401(K) PLAN |
SAN JOSE CA |
| 1,170 |
| $360.1M |
| $4.5M |
| 4 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN | FARMINGTON HILLS MI | 720 | $230.6M | $4.3M |
| 5 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $3.6M |
| 6 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $3.3M |
| 7 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $2.8M |
| 8 | WIND RIVER SYSTEMS, INC. WIND RIVER SYSTEMS, INC. 401(K) PLAN | ALAMEDA CA | 503 | $314.1M | $2.1M |
| 9 | TOCQUEVILLE MANAGEMENT CORP. TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 71 | $50.0M | $2.0M |
| 10 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $1.7M |
