Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Small Cap Growth Index Mutual funds in their Schedule of Assets, totaling $6.5M 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 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $89.4M | $3.4M |
| 2 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 96 | $71.4M | $2.7M |
| 3 | CAPITAL CREDIT UNION CAPITAL CREDIT UNION 401(K) PLAN AND TRUST |
GREEN BAY WI |
| 444 |
| $33.1M |
| $246K |
| 4 | EVA CARE GROUP, LLC EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST | LOS ANGELES CA | 866 | $4.1M | $58K |
| 5 | PGTEK INC. PGTEK, INC. 401(K) PROFIT SHARING PLAN & TRUST | ASHBURN VA | 116 | $5.1M | $22K |
| 6 | NORTHWEST COSMETIC LABORATORIE NORTHWEST COSMETIC LABORATORIE 401(K) PROFIT SHARING PLAN & TRUST | IDAHO FALLS ID | 593 | $6.6M | $20K |
| 7 | EAST OREGONIAN PUBLISHING COMPANY DBA EO MEDIA GROUP EAST OREGONIAN PUBLISHING COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALEM OR | 175 | $12.0M | $13K |
| 8 | CAFE RIO, INC. CAFE RIO, INC. 401(K) PLAN | SALT LAKE CITY UT | 3,377 | $16.7M | $11K |
